Premier: Premier is valued at $6.99 a month and offers additional features like advanced tax reports, free same-day online processing, and investing reports.Deluxe: Deluxe costs $4.99 per month and is good for running fiscal year budget reports, tracking investment portfolios, and managing loans, assets, and brokerage accounts.Starter: Available for $3.49 monthly, Starter helps you track basic finances, such as categorizing income and expenses and creating budgets.To review a customer’s information, click on the customer’s name. To review your customer information and make changes, if necessary, navigate to the Customer Center by clicking on Sales and then Customers from the left menu bar. Step 4: Review the Customer Information and Edit If Needed When that customer sends you a check, you can apply it to this opening balance in QuickBooks,Ĭlick the green Save button on the lower right corner of the customer information screen to save the information you’ve input. For example, enter the total outstanding invoices your customer has from your prior bookkeeping system before converting to QuickBooks. Opening balance: The opening balance is any amount this customer owes you where the transaction occurred prior to starting to use QuickBooks.Tax info: Indicates whether the customer is subject to sales tax and stores their exemption number if applicable.Customer types can be used to group your customers into different segments for analysis. Customer type: Assign the customer a Customer type in the Additional Info tab. The remaining tabs are optional but can store some very helpful information: Language: Select from six different languages for each customer’s invoices:.
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