Youve been asked to add a new customer for your client in their QuickBooks Online company, so,
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Question:
- You’ve been asked to add a new customer for your client in their QuickBooks Online company, so, you go to the Sales Center and select the Customer tab to begin. As this is the first customer for your client you are taken straight to an easy entry screen.
Look at the steps that follow:
- You enter the customer name, phone number, and email from the business card you’ve been given by the client
- ADD CUSTOMER OR SAVE
- You now want to edit this customer’s details to add some further information
- Select the customer name from the customer list
- Select the Edit button in the top right
- PAYMENT AND BILLING and set their preferred payment method to Credit Card
- Select Save
Now select the missing steps.
Related Book For
Core Concepts Of Accounting Information Systems
ISBN: 9780470507025
11th Edition
Authors: Nancy A. Bagranoff, Mark G. Simkin, Carolyn Strand Norman
Posted Date: