Customers and jobs

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.


Most recent articles



So many choices, Part 1: Customer transactions

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This article is Part 1 of a two-parter on the transactions you can use in QuickBooks. Part 2 covers vendors and other transactions. This one covers customers. QuickBooks has lots of different transactions you can use to run your business. Which … [Read more...]

Bad debt: What to do when you don’t get paid

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Is there anything worse than a customer who doesn’t pay you? OK, maybe a bounced check, but not getting paid at all is just so bad. Then you’ve got that invoice or statement just hanging around in QuickBooks. Well, I can’t get your customers to pay … [Read more...]

I’m a banker, you’re a banker: Extending credit to customers

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[Editor's note: I'm heads down on a project and will have lots to share soon. In the meantime, I hope you enjoy this previously published article from one of the awesome accountants we work with here at Little Square. - Shelly] I really don't … [Read more...]

How do I invoice a customer for expenses?

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We had a question on our Facebook page about how to invoice a customer for reimbursed of expenses. Turns out, it's pretty easy. Well, the billing part anyway. Getting the customer to actually send you a check is another story. Video script: Hi … [Read more...]

Address Book and QuickBooks: Syncing your contacts

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In this video, watch how you can drag and drop your contacts from Address Book into QuickBooks. You can also set up Contact Sync so you can sync your contact information between Address Book and QuickBooks. Then anything else you sync with Address … [Read more...]

Video: Overview of the Customer Center

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In this video, I show you how to add customers and jobs using the Customer Center. 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. We’re going to dig into … [Read more...]

Video: Introduction to Jobs

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QuickBooks for Mac has partnered with Ben Hess of Bay Area Pictures for a series of videos on how he uses QuickBooks. In this video, Ben talks about how jobs help him organize his transactions. Video script: Hi I'm Ben, a Silicon Valley small … [Read more...]

Video: Which form do I use? (estimates, invoices, and sales receipts)

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Ever wonder what the difference is between estimates and invoices? And when do you give a customer a sales receipt? Follow Charlie the Web Designer as he uses all three forms. Video script: The QuickBooks for Mac team presents…”Forms, forms … [Read more...]

Video: Introduction to Customers

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QuickBooks for Mac has partnered with Ben Hess of Bay Area Pictures for a series of videos on how he uses QuickBooks. In this video, Ben talks about the Customer Center. Video Script Hi I'm Ben, a Silicon Valley small business owner, and I wear … [Read more...]

Getting Going with QuickBooks for Mac: One Real User’s Journey

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A freelance writer, I’m a new user to QuickBooks for Mac. Until now, I’ve been managing my business with an ultra-professional jumble of Excel spreadsheets and notes scrawled on a motley heap of notebooks. Oddly enough, this system hasn’t produced … [Read more...]

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