QuickBooks Customer Message List
Have something you want to say to your customers? Say it with a Customer Message. This QuickBooks training video shows you the Customer Message List …
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Have something you want to say to your customers? Say it with a Customer Message. This QuickBooks training video shows you the Customer Message List …
It’s time to come to terms with the Terms List. QuickBooks gives you control over setting up Terms. This QuickBooks training video shows you how …
How do I keep track of the sales my team members are making? In the Sales Rep List. This QuickBooks training video shows you how …
QuickBooks can handle various sales tax scenarios. This training video walks you through how to set up sales tax for QuickBooks users who have a retail …
Sales Tax for Wholesale and Retail In QuickBooks Read More »
Every year or quarter or sometimes even month, it is important to look at your prices and be sure you are making enough of a …
Update Sales Price – Mass Adjustment In QuickBooks Read More »
Wow, that’s a lot of items! Isn’t there a quick way to increase them all by 5%? Yes you can! This QuickBooks training video steps …
Update Your Price or Cost List Using .iif File In QuickBooks Read More »
The customer is always right! But maybe sometimes your view of the customer isn’t. You can customize the Customer Center unique to your user log …
I want to segregate my jobs to see which are most profitable. How can I do that in QuickBooks? Job Types- similar to Customer Types. …
Congratulations! You’ve been awarded the job from the customer. Now what? Setting up a Job correctly in QuickBooks will help track operations until the completion …
I have different types of customers and need information on each type, what can I do? Use the Customer Type List in QuickBooks to segregate …
Are my customers cloning themselves? I have two customers records that are the same customer with just a slightly different spelling. This QuickBooks Training video …
Step 1: Set up a new customer in QuickBooks. Step 2: Repeat this step again and again! Wouldn’t it be nice if it were that …
Can I indicate how I want to ship this order–Fed Ex, UPS, Courier? You sure can with the Ship Via List in QuickBooks. This QuickBooks …
Need a unique way to track data at the customer level that QuickBooks doesn’t have built in? Custom Fields to the rescue. This QuickBooks training …
Custom Fields on Customers, Vendors, and Employees In QuickBooks Read More »
You can invoice all you want, but if you don’t collect the money, you’ll be in trouble quick! Luckily, QuickBooks has a powerful feature to …