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Touring the Customer, Vendor, and Employee Centers

From: QuickBooks Pro 2010 Essential Training

Video: Touring the Customer, Vendor, and Employee Centers

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.

Touring the Customer, Vendor, and Employee Centers

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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This video is part of

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QuickBooks Pro 2010 Essential Training

69 video lessons · 21749 viewers

Bonnie Biafore
Author

 
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  1. 8m 19s
    1. Welcome
      52s
    2. Editions of QuickBooks
      3m 24s
    3. QuickBooks bookkeeping basics
      2m 46s
    4. Using the exercise files
      41s
    5. Disclaimer
      36s
  2. 9m 12s
    1. Opening a company file
      2m 4s
    2. Using the QuickBooks menus and home page
      2m 49s
    3. Touring the Customer, Vendor, and Employee Centers
      2m 32s
    4. Navigating between QuickBooks windows
      1m 47s
  3. 10m 50s
    1. Gathering the information you need
      2m 4s
    2. Creating a company file
      5m 33s
    3. Converting from another program
      3m 13s
  4. 8m 19s
    1. Naming and numbering accounts
      3m 36s
    2. Creating an account
      2m 26s
    3. Making an account inactive
      2m 17s
  5. 14m 50s
    1. Creating a customer profile
      3m 40s
    2. Adding customer information
      4m 33s
    3. Creating a job
      2m 18s
    4. Making customers inactive
      1m 39s
    5. Creating a vendor
      2m 40s
  6. 43m 35s
    1. Why use QuickBooks items?
      2m 59s
    2. Creating a service item
      4m 26s
    3. Setting up time tracking
      2m 53s
    4. Entering time
      4m 19s
    5. Tracking mileage
      4m 34s
    6. Creating an inventory item
      6m 7s
    7. Creating a non-inventory item
      3m 34s
    8. Setting up sales tax
      6m 59s
    9. Setting up discounts and charges
      3m 46s
    10. Creating a group of items
      2m 16s
    11. Making items inactive
      1m 42s
  7. 30m 46s
    1. Creating a purchase order
      3m 8s
    2. Entering a bill
      4m 37s
    3. Recording inventory you receive
      3m 47s
    4. Paying bills
      4m 5s
    5. Handling a credit from a vendor
      5m 2s
    6. Writing a check for expenses
      3m 17s
    7. Paying with a credit card
      1m 40s
    8. Paying with cash
      2m 53s
    9. Paying sales tax
      2m 17s
  8. 35m 5s
    1. Understanding invoices, statements, and sales receipts
      2m 23s
    2. Creating an invoice and filling in header fields
      2m 55s
    3. Adding items to an invoice
      5m 7s
    4. Adding billable time and cost to an invoice
      5m 57s
    5. Using subtotals, discounts, and other charges
      3m 6s
    6. Creating an estimate
      2m 49s
    7. Handling a customer credit
      4m 57s
    8. Creating a statement charge
      3m 7s
    9. Producing a statement
      4m 44s
  9. 14m 44s
    1. Setting up print options
      4m 13s
    2. Aligning forms with printer paper
      3m 0s
    3. Printing one or more forms
      4m 29s
    4. Emailing a sales form
      3m 2s
  10. 14m 8s
    1. Receiving a payment
      3m 49s
    2. Assessing finance charges
      4m 9s
    3. Creating a sales receipt for a cash sale
      2m 39s
    4. Depositing payments
      3m 31s
  11. 10m 37s
    1. Preparing to reconcile a bank account
      1m 50s
    2. Reconciling transactions to your bank statement
      3m 14s
    3. Correcting discrepancies
      5m 33s
  12. 9m 51s
    1. Using the Report Center to find reports
      3m 0s
    2. Running a report
      3m 45s
    3. Printing or saving a report
      3m 6s
  13. 6m 8s
    1. Why use journal entries?
      3m 3s
    2. Creating a general journal entry
      3m 5s
  14. 13m 39s
    1. Creating a new user
      4m 58s
    2. Backing up your company file
      6m 10s
    3. Restoring a company file
      2m 31s
  15. 27s
    1. Goodbye
      27s

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