QBOA Tutorial: Set Up Customer
In this QuickBooks Online Advanced tutorial, we show you how to set up a new customer. We walk through adding a new customer step by step, as well as set preferences like title, display name, etc. You can also set up a customer as a sub-customer (similar to setting up a job) which is helpful for reporting. You’ll also have the option to set notes, tax info, payment and billing, set language and more. You can also watch how to set up a customer here.
About QuickBooks Online Advanced
QuickBooks Online brings you the power and efficiency of the cloud with real-time access to your books from any mobile device or computer. Setup and use quickly–no software to install and personalized for your business. You can import data from Excel, and previous versions of QuickBooks Online. Manage your cash flow better with easy bill management. Reduce data entry errors with automatic download of bank and credit card transactions. Access insightful built-in reports to understand the health of your business. Manage your business on the go by accessing your account anywhere/anytime via any device.
QuickBooks Online is easy to setup, learn and use. Create professional online invoices in just a few clicks. Reduce manual data entry errors by automatically downloading your bank and credit card transactions. Access 20+ insightful built-in reports to understand the health of your business. Manage your business on the go by accessing your account anywhere, anytime on any device. Expand your QuickBooks Online functionality by easily syncing with 350+ apps. Seamlessly collaborate with your accountant to make tax time a snap. Live US based phone support at no cost.
Fourlane’s professionals help you find the right course of action with any needs you might have. Whether you need consultations, conversions, file reviews and more, we’ll help you. Additionally our specialists assist you so that you are confident in getting what you need, when you need it.
Interested in QuickBooks Online? Click here to learn more.
