QuickBooks Online Tip: Keep Your Customer List Clean and Up-to-Date

quickbooks
Written By Kyle Padberg

Using QuickBooks Online? Don’t forget about your Customer List - it’s your central hub for managing all client information.

With your Customer List, you can:

  • Add, edit, or remove customer details easily

  • Save customer preferences for smoother transactions

  • Upload important documents like contracts or agreements

Pro Tip: Regularly review your Customer List to ensure everything is accurate, especially if you’ve had recent changes in your client base.

Need help tidying up your Customer List or want tips on managing it efficiently? Let’s chat!

BookWise Bookkeeping

Phone 314-325-2478
info@bookwisestl.com

Kyle Padberg
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