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In this QuickBooks Pro 2017 training video tutorial for beginners, we’ll continuing with teaching you how manage customers and jobs in QuickBooks Pro.

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Hey. Welcome back. This is still section 1 of module 4 where we’re talking about working with customers and jobs. This is part 2 so we’re going to continue talking about setting up a brand new customer.

Okay once you get the Payment Setting screen set up then go to the next tab that says Sales Tax Settings. Now if you charge sales tax in your business one of the things you’ll have to tell QuickBooks is is this customer a taxable customer or not because it could be they’re a nonprofit organization and they’re nontaxable. If they are taxable then you have to tell it which tax item that you want to refer to this customer and that’s where you would fill this in. But when we get into the module about sales tax we’ll talk a little bit more about that.

You also have the tab that says Additional Info. Here’s where you can specify is this customer a commercial or residential. Of course you’d be setting your own list up there. If you have sales reps in your organization you can set those up so that you know which sales rep works with this customer. And then on the right you have these custom fields as they’re called. None of these fields that you see are set up automatically. They set them up for the exercise.

Now the way they did this was they went down here to Define Fields, they created whatever they wanted the field to be called and then they checked off if that field should be available when setting up customers, vendors and/or employees. And then they just clicked OK and there was a new field there. So that’s a way of creating your own fields.

Now if you’re working with jobs you do have the ability to put in a description for the job, the type of job that it might be, a status, a start date, a projected end date, and an end date as well.
I’m going to go ahead and click OK and now you see I have a new customer in my list. Now something really weird that QuickBooks does is it puts the new customer at the top of the list. So if you want to sort it alphabetically just click the word Name which is the heading for that column and it will resort the list. See how it did that?

Now let’s say that I’d like to set up a job for this customer. All I have to do is be clicked on my customer, go up to New Customer & Job and Add a Job. And let’s say this job I want to call it a Kitchen Remodel. You really don’t need to fill anything else in because it pulled in the customer information. So unless something is really different just click OK and now you’ll see you have a Kitchen Remodel job for your customer Tom Allen here.

Now let’s say that I want to add a contact. I’m going to go to the Contact tab and let’s say this is someone in the office where Tom Allen works. I’m going to go down to the bottom. See where it says Manage Contacts? If you click the arrow you can choose Add New.

Now let’s say the new contact is Karen and we’ll say her last name is Smith. You can see I can put in her work phone, fax, mobile, or if I want these fields to represent something else I can certainly do that. I can also specify at the bottom if she is the primary contact or she’s a secondary or an additional contact. Let’s leave her as the primary and save and close. And now you’ll see you have Karen Smith and she’s the primary contact.

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