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The Customers button on the left side of the QuickBooks homepage opens the Customer Center, which is a one-stop shop for setting up, editing, or checking on customer records. The Vendors button and Employees button in turn open the Vendor Center and Employee Center. These centers are great for reviewing status, like whether customer invoices are overdue or vendor bills are paid. But you can also create or edit customers, vendors, and employees, or issue commands like create invoices or enter bills.
To see the Customer Center, click the Customers button. All three centers work the way the Customer Center does here. The toolbar has commands for creating a new customer or job, creating new transactions, printing and so on, all of which you'll learn later. The panel on the left is great for finding customers. The Customers & Jobs tab initially lists the Active Customers. Click the down arrow to filter the list.
For example, Customers with Open Balances shows only customers who owe you money. If you have a lot of names, you can search by typing a part of the name in the Find box, and clicking the Find icon. When you want to go back to the full list, click All Customers in the View dropdown list. When you select a customer on the Customers & Jobs tab, the Customer Information section shows information about that customer. Things like address, phone number, e-mail address and terms.
If you see something you need to change, click Edit Customer to open the customer record. The Open Balance link shows the transactions that make up the customer's open balance. The table shows the transactions for the customer. You can filter the list by the types of transactions, such as invoices, sales receipts, or received payments. For each type of transaction you can filter by status, such as Overdue Invoices, or Open Invoices, or look at all of them.
You can also filter by date by choosing a date range in the dropdown list. The Vendor Center and Employee Center show different information and have different commands, but the features work just like the ones in the Customer Center.
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