How to Navigate the QuickBooks 2011 Customer Menu - dummies

How to Navigate the QuickBooks 2011 Customer Menu

By Stephen L. Nelson

The QuickBooks 2011 Customer Menu allows the user to bill, invoice, credit, and receive payments from customers. But that’s not all it offers. The Customer Menu supplies several other commands that are noteworthy — even useful. Other customer-related commands on QuickBooks include

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

  • 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 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 then appear on 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.

  • 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 Processing: Displays a Web page that explains and tries to talk you into buying Intuit’s electronic check processing service.

  • 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.

  • Email Marketing: Displays a Web page of marketing tools that Intuit (the maker of QuickBooks) supplies to small businesses, including a tool to submit your small business’s Web site to online directories, such as Google Maps and Yahoo! Local.

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

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