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QuickBooks 2014 Customers Menu Odds and Ends

The Customers menu in QuickBooks supplies several commands that are noteworthy — perhaps even useful — and deserve discussion. The following commands may be available on your Customers menu:

  • Customer Center: Displays the Customer Center window, which includes information about your customer list, including the amounts that your customers owe.

  • Create Estimates: Displays a window you can use to create an estimate for a customer to show, for example, what a product or service will cost if you sell it to that customer.

  • Create Sales Orders: Displays a window you can use to create a sales order. Essentially, a sales order is an invoice for something you haven’t yet really sold or for services you haven’t yet provided. You prepare a sales order to record an order from a customer or client and document the order details.

  • Sales Order Fulfillment Worksheet: Displays the Sales Order Fulfillment worksheet window, which lists all your unfulfilled sales orders. You can print batches of sales orders by using this worksheet, too. (Note: If you’ve created sales orders for a particular customer or client, QuickBooks asks whether you want to turn a sales order into an invoice whenever you start working on an invoice for that customer.)

  • Create Batch Invoices: Displays the Batch Invoice dialog box, which lets you identify a group of customers you want to bill for some specified item. After you’ve grouped, or batched, the customers in this manner, you can tell QuickBooks to create a bunch (a batch) of invoices.

    For example, if you charged customers a monthly retainer fee, you could batch the customers on retainer and then create an invoice for each of them that billed for the “monthly retainer fee” item.

  • Enter Statement Charges: Displays the Accounts Receivable Register. You shouldn’t need to use this command. You can, however, use this command to add amounts to the accounts receivable for a particular customer. The amounts appear in the customer’s next statement.

  • Create Statements: Displays a window that you can use to create a set of monthly statements for customers. Such statements show the amounts that a customer owes, invoices created for the month, credit memos issued for the month, and payments made during the month.

  • Lead Center: Displays the Lead Center window, which lets you store and monitor customer leads. The window lets you name names, collect notes, and keep a to-do list of lead-generation activities.

  • Add Credit Card Processing: Displays a web page that explains and tries to talk you into buying Intuit’s credit card processing service.

  • Add Electronic Check: Displays a web page that explains and tries to talk you into buying Intuit’s electronic check service. With an electronic check, or e-check, you take payment information from a customer over the phone and then use that information to electronically withdraw money from the customer's bank account.

  • Link Payment Services to Company File: Makes the connection between your QuickBooks data file and the Intuit servers — something that’s necessary if you sign up for credit card or electronic check processing.

  • Learn about Point of Sale: Displays a web page that explains and tries to talk you into buying Intuit’s point-of-sale software.

  • Item List: Displays the Item list, which shows the items that may be included in the invoice or credit memo.

  • Change Item Prices: Lets you change the prices of a bunch of items at one time — for example, increasing every price by 5 percent.

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