HOW TO ACCESS THE SALES CENTER IN QUICKBOOKS ONLINE 

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To access the Sales Center, click on Sales from the Left Navigation bar.

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You can also create new customer invoices by selecting New Invoice. Creating new customer invoices from the Sales Center is very convenient since you  can monitor sales and customers from the same location.    

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VIEW THE CUSTOMER LIST IN QUICKBOOKS ONLINE 

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To view the Customer List, simply select the Customers Tab. Customers are sorted alphabetically by default.

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You  can quickly find a specific customer or company name by entering the customer name into the search field.  

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CREATE TRANSACTIONS DIRECTLY FROM THE SALES CENTER IN QUICKBOOKS ONLINE

 

Want to save time by creating transactions directly from the Sales Center? Next to the customer name in the Action column, you will see a drop-down arrow.

  

Click the drop-down arrow  

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Select one of the choices to create a transaction such a statement, invoice, sales receipt, or estimate. You can even send past due reminders. This way, you don’t have to enter a transaction from the Quick Create (+) menu and the customer’s name will already be added to the transaction – saving you data entry time. 

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VIEW A CUSTOMER FILE IN QUICKBOOKS ONLINE 

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From the Sales Center, on the Customers tab, click on the customer’s name to open the customer file in QBO. You can view customer details, customer notes, and transactions with that customer. 

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1. Click Edit to edit customer details. 

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2. Click on the blue “New transaction” box to add a new transaction, such as: 

• Invoice 

• Payment 

• Estimate 

• Sales Receipt 

• Credit memo 

• Delayed charge 

• Time activity 

• Statement 

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3. You can see the customer’s open (uncollected balance) and overdue balance 

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4. You can view the list of transactions you have with that customer, including invoices and customer payments 

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5. You can view details of the customer information – such as contact information, etc.  

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CUSTOMER FILE TIPS AND TRICKS 

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From the customer file, you can take quick action on transactions. From the action column, click on the down arrow.  

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You will then have a choice of actions you can take, such as: to print an invoice, send (email) an invoice, print a packing slip, or copy an invoice.

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Click on the gear icon to the right to see more columns. I find it really useful to click “last delivered”. This way I know when I emailed the customer their invoice.

 

The Filter action is a useful tool to search for specific transactions. 

1. Click on Filter to view only specific transactions.  

2. Select the Type. For example, I like to filter transactions by invoice, I will select All invoices so that I can see only the invoices I have sent customers.  

3. You can also filter transactions by date.  

4. Click Apply to apply the filter. 

 

Do you  want to send packing slips, print multiple customer transactions, or email customer invoices in a batch? Use the Batch actions feature.  

1. Check the box on the transactions (like invoices).  

2. Then, click Batch actions and make the appropriate choice. 

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VIEW AND ADD PRODUCTS AND SERVICES FROM THE SALES CENTER IN QUICKBOOKS ONLINE 

From the Sales Center, select the Products and Services Tab. From here, you  can view and edit the products and service items that your business sells.  

 

To edit a Product and Service item, simply select Edit, in the Action column. 

 

New Product and Services can also be added from this section by selecting New.