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Work with Customers | CustomGuide
Free Courses
Work with Customers
Limited Free Version
Work with Customers
How to Work with Customers in QuickBooks
View Customers
Click
Sales
in the left navigation bar.
Select
Customers
.
(Optional) Search for the customer, company or project, if necessary.
Customer Actions
Click the
Action
menu for the desired customer.
Select an option from the menu
View Customer Details
Find and click the customer.
To see the customer’s details, click an option:
Transaction List
Projects
Customer Details
Go Back to the Customer List
Click the
Customers arrow.
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Google
Business Email
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Email
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Work Email
Job Title
Phone Number
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Work Email
Job Title
Free Evaluation
Work Email
Job Title
Free Sign Up
First & Last Name
Email
Job Title
Company Name
Create Password
Free Sign Up
First & Last Name
Email
Job Title
Company Name
Payment 1 of 2
First & Last Name
Email
Company Name
Create Password
Number of Active Users
Monthly Payment:
$225.00
Payment 2 of 2
Cardholder's Name
Card Number
Expiration Date
CVC
Number of Active Users
30
Monthly Payment:
$225.00