QuickBooks 2014 The Guide, 2nd Edition

Chapter 3

Your Customers

In this chapter:

•  Build your Customers list

•  The Customer Center

•  Create and track customer jobs

•  Edit, delete, and merge customers and jobs

•  Create custom fields for customers

•  Set up security for customer credit card information

When you create a customer in QuickBooks, you not only have the ability to store basic information such as address, phone number, and e-mail, but you can also track and manage nearly everything and anything you need to know about that customer—and all your other customers—in the Customer Center, shown here:

You’ll learn more about how to navigate and work in the Customer Center later ...