![]() ![]() After that, scroll down to add funds to this deposit, and add the fees/expense in negative amount and click on save and close. If you use Address Book, there’s an easier way. Click on Bank deposit by clicking on the plus icon, choose the correct bank account, and select sales receipt under the section with the description ‘select the payments included in this deposit. In the previous video, you learned how to add customer info to Customer Center. With this integration, you can sync every. ![]() With just the customer email or phone number, you can sync Invoices and Payments between Thryv and your QuickBooks account to remain up to date no matter where you work. ![]() You can also quickly access transactions such as sales receipts, received payments, and statement charges.īen Hess of Bay Area Pictures talks about how he uses the Customer Center to track customer information.īen Hess of Bay Area Pictures talks about how he uses the Customer Center to manage jobs for his clients.įind out how to user the Customer Center to add customers and jobs for better tracking in your business.Īdding and syncing your customer contacts Keep your customer payment information up to date across Thryv and QuickBooks Desktop without the manual hassle. Here you can quickly find customer contact information, what your customers bought in the past, what invoices they’ve paid, the balance they owe, notes you want to keep about them, and more. The Customer Center gives you access to information about all of your customers and jobs and their associated transactions in one place. A job is a specific project or scope of work that you want to track. In QuickBooks, a customer is anyone who pays you for goods or services.
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