QuickBooks Customer Setup and Management
Setting Up & Managing Your Customer Accounts
- Setting Up Your Customers in QuickBooks
- Adding a Job to a Customer in QuickBooks
- Creating Invoices in QuickBooks
- Creating Progress Invoices in QuickBooks
- Creating Estimates in QuickBooks
- Creating an Item List for Services Offered
- Receiving Payments for Invoices in QuickBooks
- Creating Credit Memos in QuickBooks
Monitoring Your Customers Accounts
- Generating a Statement of Account
- Emailing an Invoice from QuickBooks
- Issuing a Customer Refund in QuickBooks
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