Customer center
The Customer Center is where detailed information for your customers and the
respective jobs that you perform for each customer is located. You can add or remove
various columns in Customer Center to suit your business needs. There are two areas
where we will perform this task. The first is in the Customers and Jobs list, and the
second is in the Customer Information Pane.
• i Customer & job: What this module includes? (focus on
different information related to new customer and new job)
Customer and job
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.
Basically this module includes new customer and new job information
First Enter Customer Information. At a minimum, you need to enter basic contact
information for your customers. This includes contact name, business name, billing
address, email address, and telephone number. then we create a job to track income
and expenses for customer [Link] can create a job in QuickBooks Desktop Pro
for a customer using the “Customers & Jobs” list. To create a job in QuickBooks
Desktop Pro, open the “Customer Center” window. Then select the name of the
customer for whom you want to make a job within the “Customers & Jobs” list. Then
click the “New Customer & Job” button in the upper-left corner of the Customer
Center. Finally, choose the “Add Job” command from the drop-down to open the
“New Job” window.
This window is just like the “New
Customer” window, except that the first three tabs in the “New Job” window are
already filled-in with the selected customer’s information. Simply enter a name for the
job into the “Job Name” field at the top of the window. Then click the “Job Info” tab
to enter the specific job information.
On this tab, you can enter a longer description for the job into the “Job Description”
field. Then enter the type of job into the “Job Type” field or choose a previous entry
from the drop-down menu. This field helps you categorize the types of projects you
perform for customers. You can use its values as a report filter, so you can see income
and expense by job type.
• Income tracker: What kind of information this module
includes?
The income tracker allows us to keep track of the inflow of cash you have available
each month - making it especially helpful to stay on budget.
The Income Tracker shows you the following items.
• Unbilled sales (estimates, sales orders, and time and expenses)
• Unpaid sales (open and overdue invoices, as well as payments and credits)
• Paid sales (payments and sales receipts)
That means the zero-dollar balances are supposed to be there since they're part of your
income. Changing the Date range shown in the income tracker may help with
removing transactions from that window that you don't want to see. For instance, if
you've reconciled up to last month, you can select a different time period from
the Date drop down, such as This Month. You can also filter by
transaction Status, Type, and the Customer:Job.
Vendor center
A Vendor is a person or a business that sells goods or services, and the Vendor Center
holds all of the information for the vendors that you or your company does business
with. This information includes, but is not limited to, contact information and various
types of transactions. Additionally, there is a section where you can add notes about a
vendor as well as a to-do list to remind of certain events.
• Addition of new vendor: What kind information we can add?
To setup vendors we need to gather the necessary information for each of our
vendors.
For new vendors the required forms are:
1. A properly completed vendor form (business name, address, phone number, tax id
etc.), and
2. A properly completed tax form based on the vendors type of entity
