How to Add, Edit & Manage Your Customers List In QuickBooks Online

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Jamie Whistone

In this video you will learn how to set up your QuickBooks to begin tracking sales by adding new customers/projects to save time when entering sales, edit customer information, as well as how to tell QB when customer payments are due so you can quickly track who’s due or overdue, and quickly send reminder emails to just your overdue customers.

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Looking for QuickBooks answers and help but not sure where to start?  We can help!  With over 20 years experience in the industry, we can help guide you into the best solution in just a couple minutes time.  Best of all, if what we offer is not the best solution, we will let you know.  To see if we can help, just give us a call at 866-949-7267 or click here to send us a email.  We look forward to helping you!

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