Summary
In this chapter, we covered how to manage customer data by manually adding and importing the information, editing existing customers, and inactivating customers you no longer do business with.
In addition, we covered how to manage vendor data by manually adding and importing the information, editing existing vendors, inactivating vendors you no longer do business with, and merging duplicate customer and vendor records.
Finally, we showed you how to manage products and services, also referred to as items, including how to add and import data, how to edit existing products and services, how to inactivate products and services, and how to merge service items in QBO.
Keep in mind that you will need to update the customer, vendor, and products and services lists when the information changes. For example, if customers and vendors move, you will need to update your records with their new mailing address. In addition, if you start selling new products and services, you...
