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 in. This QuickBooks training video walks you through modifying your view of customer information so you can quickly pull the information you need.
About The Author
Marjorie Adams
Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.
Hello dear,
I am working as finance manager with an educational complex, consisting 5 different institutions (Kindergarten, School, Learning center, Medical Institute, and University).
How could I use quickbooks for the complex as whole, as different institutions with having different faculties, different department within faculty and different classes within dept. And every student have different discounts.
How should I assign student ID numbers to track the data and whats the best way to organize all the complex.
I am using quickbooks on mac.
How many customers and jobs could be added in the quickbooks.
Your advice and support would be highly appreciated.
Best Regards