QuickBooks® 2014 In Depth

9. Setting Up Customers

QuickStart

Step 1. Create a Customer Record

Step 2. Invoice the Customer

Step 3. Collect Payment

Step 4. Make the Deposit to Your Bank Account

It is not surprising to me—and perhaps not to you, either—that the accounts receivable process is the most organized and “cared for” task in QuickBooks. The process of producing a customer invoice needs to be completed quickly because you have to provide a document to a customer to get paid.

In this chapter, you will find useful information to help you do the following:

Customize ...