In QuickBooks, a customer is anyone who pays you for goods or services. A job is a specific project or scope of work that you want to track. The Customer Center gives you access to information about all of your customers and jobs and their associated transactions in one place.
Here you can quickly find customer contact information, what your customers bought in the past, what invoices they’ve paid, the balance they owe, notes you want to keep about them, and more. You can also quickly access transactions such as sales receipts, received payments, and statement charges.
|Introduction to Customers
Ben Hess of Bay Area Pictures talks about how he uses the Customer Center to track customer information.
|Introduction to Jobs
Ben Hess of Bay Area Pictures talks about how he uses the Customer Center to manage jobs for his clients.
|Overview of the Customer Center
Find out how to user the Customer Center to add customers and jobs for better tracking in your business.
|Adding and syncing your customer contacts
In the previous video, you learned how to add customer info to Customer Center. But that’s a lot of typing. If you use Address Book, there’s an easier way.