Here is an easy way to speed up the process of added into your customer center your new customers.
Go to the customer center;
choose new customer/job; and then new customer
start entering the customer name down in the tab section for “address info” doing this will prefill the top input box for company name and also added the name in the “bill to” address box also… So you are now saving yourself entering the customer name into 3 separate spots..
Also please try to fill out as much information as you can in adding new customers, especially the contact name and email address; in my next blog i will be showing you an easy way to call up all of your customer email addresses with out going crazy with syncing the quickbooks contacts with your outlook, or if you don’t use outlook this is an easy way to get all you emails for a mass emailing.