Customers, clients, donors, members, patients – whatever you call your source of income, they are a crucial part to 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 customers & jobs and the other lists that go into to setting them up for efficiency.
- Understand the different ways to organize and manage customers in QuickBooks
- Understand how to set up customers, jobs and other lists in QuickBooks
Beginner to Intermediate knowledge of QuickBooks Desktop
Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software.
Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year.
Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.