9: Working with Customers and Jobs . . . . . . . 137
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Setting Up New Customers . . . . . . . . . . . . . . . . . . Creating a new customer record . . . . . . . . . . . . Setting up jobs for a customer . . . . . . . . . . . . . Managing Your Customer:Job List . . . . . . . . . . . . . . Changing customer or job information during a transaction . . . . . . . . . . . . . . . . . . . . . Changing customer or job information from the list Keeping Notes for a Customer or Job . . . . . . . . . . . . Creating Transactions for Customers and Jobs . . . . . . Working with Customer and Job Reports . . . . . . . . . . Reports for individual customers or jobs . . . . . . . Reports for all customers/all jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137 139 142 143 143 144 145 146 147 147 149
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Contents
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Writing Letters in Word Using QuickBooks Data . . Accessing letter templates . . . . . . . . . . . Creating the letters with the Letters and Envelopes Wizard . . . . . . . . . . . . . . Creating customer letters from scratch using QuickBooks Pro . . . . . . . . . . . . . . . Creating Customer Mailing Labels . . . . . . . . . . Setting up your printer for labels . . . . . . . Summary . . . . . . . . . . . . . . . . . . . . . . . .
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. . . . . . . 153 . . . . . . . 154 . . . . . . . 155 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158 158 159 160
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10: Using Items to Designate Products and Pricing . . . . . . . . . . . . . . . . . . . . . . . . . . 161
What Is an Item . . . . . . . . . . . . . . . . . The Relationship of Accounts to Items . . . . Creating New Items . . . . . . . . . . . . . . . Creating New Items . . . . . . . . . . . . . . . Creating a Service Item . . . . . . . . . . Creating an Inventory Item . . . . . . . . . . . Purchasing Items . . . . . . . . . . . . . . . . Partial Payments Items . . . . . . . . . . . . . Subtotal and Discount Items . . . . . . . . . . Subtotal Items . . . . . . . . . . . . . . . Discount Items . . . . . . . . . . . . . . Discounting a single Item . . . . . Discounting multiple Items . . . . . . . . Sales Taxes . . . . . . . . . . . . . . . . . . . . Other Charges . . . . . . . . . . . . . . . . . . Item Management Tools . . . . . . . . . . . . . The Group type . . . . . . . . . . . . . . Using subitems . . . . . . . . . . . . . . Editing, deleting, and inactivating Items Searching for Items in a transaction . . . Reports about Items . . . . . . . . . . . . . . . Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161 163 164 165 165 167 169 169 171 171 172 172 173 173 174 175 175 176 177 177 178 179
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