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Download Intuit QuickBooks Enterprise Solutions v11.0 The Official by Leslie Capachietti PDF

By Leslie Capachietti

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You can refer to the Help files on this topic to learn about additional steps you may need to take to ensure compliance. When you have finished filling out the fields, choose Next to move to another blank customer card so you can enter the next customer. When you have finished entering all of your customers, click OK. Editing Customer Data You can make changes to the information in a customer record quite easily. Open the Customers & Jobs List (using the steps described earlier) and select the customer record you want to change.

Select an item type to display the appropriate fields in the blank New Item window. N O T E : You can also select the Add/Edit Multiple Items option if you want to enter more than just a couple of new items at one time. See more on using the Add/Edit Multiple Items window later in this section. Figure 2-20 shows a blank New Item window for an Inventory Part. Other item types (such as Service items) have fewer fields. The Item Name/Number field is the place to insert a unique identifying code for the item.

QuickBooks displays a dialog telling you that the account number or name you’ve entered already exists for another account and asks if you want to merge the accounts. Click Yes to confirm that you want to merge the two accounts. Customers and Jobs In QuickBooks, customers and jobs are handled together. You can create a customer and consider anything and everything you invoice to that customer a single job, or you can have multiple jobs for the same customer. Some businesses don’t worry about jobs; it’s just the customer that’s tracked.

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