QuickBooks Customers Course

This video covers how to customize the Lead Center in QuickBooks. The Lead Center in QuickBooks is a basic way to track your customer leads […]

This QuickBooks training video demonstrates how to work with quantity discounts in QuickBooks Enterprise edition.

This video demonstrates how to use price rules on an invoice in QuickBooks Enterprise (platinum) edition.

Creating a price rule is a QuickBooks Enterprise feature (platinum subscription) which allows you to create thousands of price rules based on any combination of

Want to issue a customer loyalty plan? Partnership program? Using the Price Level List allows you to do give a specific price level for these

Have something you want to say to your customers? Say it with a Customer Message. This QuickBooks training video shows you the Customer Message List

It’s time to come to terms with the Terms List. QuickBooks gives you control over setting up Terms. This QuickBooks training video shows you how

How do I keep track of the sales my team members are making? In the Sales Rep List. This QuickBooks training video shows you how

QuickBooks can handle various sales tax scenarios. This training video walks you through how to set up sales tax for QuickBooks users who have a retail

Every year or quarter or sometimes even month, it is important to look at your prices and be sure you are making enough of a

Wow, that’s a lot of items! Isn’t there a quick way to increase them all by 5%? Yes you can! This QuickBooks training video steps

The customer is always right! But maybe sometimes your view of the customer isn’t. You can customize the Customer Center unique to your user log

I want to segregate my jobs to see which are most profitable. How can I do that in QuickBooks? Job Types- similar to Customer Types.

Congratulations! You’ve been awarded the job from the customer. Now what? Setting up a Job correctly in QuickBooks will help track operations until the completion

I have different types of customers and need information on each type, what can I do? Use the Customer Type List in QuickBooks to segregate

Are my customers cloning themselves? I have two customers records that are the same customer with just a slightly different spelling. This QuickBooks Training video

Step 1: Set up a new customer in QuickBooks. Step 2: Repeat this step again and again! Wouldn’t it be nice if it were that

Can I indicate how I want to ship this order–Fed Ex, UPS, Courier? You sure can with the Ship Via List in QuickBooks. This QuickBooks

Need a unique way to track data at the customer level that QuickBooks doesn’t have built in? Custom Fields to the rescue. This QuickBooks training

You can invoice all you want, but if you don’t collect the money, you’ll be in trouble quick! Luckily, QuickBooks has a powerful feature to