QuickBooks® 2014 In Depth

9. Setting Up Customers

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 and set important preferences

• Work with prospecting activities

• Set up customers, jobs, and supporting lists

Whether you are a first-time QuickBooks user or you have been using the software for years, the details ...