QuickBooks customer list setup
Customers, clients, donors, members, patients – whatever you call your source of income, they are a crucial part of your business. Depending on the volume of business they do with you, they could require customized pricing on your products. This course takes you through setting up QuickBooks lists for customers including jobs, prices, taxes, and the other lists for best practices.
Learn how to setup QuickBooks customer lists:
- Understand the different ways to organize and manage customers in QuickBooks.
- Understand how to set up customer lists for jobs in QuickBooks.
- Set up sales tax in QuickBooks for retail and wholesale businesses the right way.
Marjorie Adams is the Founder and CEO of Fourlane, Inc., as well as our QuickBooks training guru. She is considered one of the top QuickBooks trainers in the country. Marjorie was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015. Additionally, she was recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year.
At present, Marjorie sits on Intuit’s VIP Program and is a frequent contributor to Inuit Accountants News Central. Further, she has been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.