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Microsoft® Office Accounting Professional 2007 Step by Step by Curt Frye

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Chapter 6. Managing Customers

Chapter at a Glance

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In this chapter, you will learn to:

  • View the Customer List.

  • Create customer records and groups.

  • Create price levels, credit ratings, and payment terms.

  • Define shipping terms and methods.

  • Set up sales tax agencies and sales tax codes.

  • Create sales tax groups.

  • Manage contacts by using Business Contact Manager.

Much of the work involved in operating a small business relates to managing customers. Two key elements of a detailed and informative accounting system are the facts and the figures it stores about a business's customers, including up-to-date contact information and a history of financial transactions. ...

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