If you use Address Book, there’s an easier way. In the previous video, you learned how to add customer info to Customer Center. You can also quickly access transactions such as sales receipts, received payments, and statement charges.īen Hess of Bay Area Pictures talks about how he uses the Customer Center to track customer information.īen Hess of Bay Area Pictures talks about how he uses the Customer Center to manage jobs for his clients.įind out how to user the Customer Center to add customers and jobs for better tracking in your business.Īdding and syncing your customer contacts Here you can quickly find customer contact information, what your customers bought in the past, what invoices they’ve paid, the balance they owe, notes you want to keep about them, and more. The Customer Center gives you access to information about all of your customers and jobs and their associated transactions in one place.
Keep an eye on business expenses with Expense Tracker, and stay on top of things with fast access to your most-used functions, including search, reconcile and P&L. Researching the web I deduced that the qbsdk is not supported on MAC. I would like to do the same thing on a MAC PC. Provide clients with estimates for potential projects, then turn them into invoices with just a click. I have developed a Quickbooks integration for Windows using Visual Studio 2010 and qbsdk13. A job is a specific project or scope of work that you want to track. Thanks to QuickBooks for Mac Desktop 2016, the help you need to succeed is here. In QuickBooks, a customer is anyone who pays you for goods or services.
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