Description
Working With Your QuickBooks(r) Customers – Part 1, is part of a series of training manuals for those who are new to the world of accounting and are interested in understanding how everything is applied when working with QuickBooks software. It offers the following objectives through easy-to-read exercises at the end of each section. Objectives Objective 1 – Learn how to create a customer list and review the different aspects of the information you add to the Customer. Objective 2 – Learn how the Lead Center works and how to import the leads into the Customer Center. Objective 3 – Working with customers who will utilize a sales tax exempt certificate or a resale tax exempt certificate. Objective 4 – Work with jobs and sub jobs for your customers. Objective 5 – Understanding the differences between: Estimates, Sales Orders, Invoices and Sales Receipts.
