This workshop has been thoughtfully prepared and recorded – and you can access it immediately. Upon purchase, you’ll receive a link to download a pdf document that gives you immediate access to both the online recording and handouts. ….$27 Who’s
" /> Building, Organizing, & Managing Your Customer:Job List (1610/Level 1) - Build Your Numbers

Building, Organizing, & Managing Your Customer:Job List (1610/Level 1)


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This workshop has been thoughtfully prepared and recorded – and you can access it immediately. Upon purchase, you’ll receive a link to download a pdf document that gives you immediate access to both the online recording and handouts. ….$27


Who’s on First?  Maximizing What You Can Get
From Your QuickBooks Customer:Job List

Approximately 24 minutes:

  1. Formulating a naming structure for your Customer:Job list
  2. Deciding how to organize your list – basic or more complex?
  3. Creating consensus
  4. Sorting sequences
  5. Special coding for finished jobs
  6. Keeping the autofill feature in mind while establishing Customer:Job names
  7. Adding special-purpose customers and jobs – what you’ll gain
  8. Special jobs for developers
  9. Creating new customers and jobs
  10. Custom fields for Customers and Jobs

 

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