In this course you are going to learn how to add in new customer to your QuickBooks as this is really important. You will be able to track all those transactions for that particular customer in the customer card hub. Lauretta walks you through how to add in customers manually.
What you’ll learn:
- Add in customer manually
- Add in customer terms
- Shipping address
- Add in notes
- Opening balance if your customer has an outstanding opening balance.
- They may be part of a franchise or a department see how to tailor this to the correct department
- Add in any attachments such as contracts or photos you may need for a particular customer
Who is this course for?
- Anyone starting out with QuickBooks Online.
- Business owners and employees who maintain their company’s financial records.
- Bookkeepers and accountants who wish to brush up on their skills.