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 QuickBooks Online.

Now that you understand how to manage your customers, it’s time to learn how to set up and manage sales tax. In the next chapter, we will show you how to set up sales tax, create an invoice that includes sales tax, and run sales tax reports.

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