Using QuickBooks Online’s Customer Records

Your customers are your company’s lifeblood. Are you managing those relationships carefully?  Keeping Thorough Records The core of any good customer-tracking system is a comprehensive set of individual profiles. QuickBooks Online offers thorough, flexible record templates for just that purpose. Click Sales in the main toolbar, then the Customers tab at the top of the […]

Managing Customer Information in QBO

Entering Customer Information The easiest way to find the tools to record Customer Information is to simply click the Customers tab in the navigation pane. This will take you to a comprehensive page that will eventually contain a list of your customers. To add a new customer, click New Customer in the upper right corner. […]