Asked by court Adams on Jun 20, 2024
Verified
Updating the Customers List While entering transactions is accomplished by:
A) Select the Gear icon and then choose a customer drop-down arrow > + Add new and entering the new customer information.
B) Using the screen where we enter the transaction by choosing a customer drop-down arrow > + Add new and enter the new customer information.
C) Select the Create (+) and then choose a customer drop-down arrow > + Add new and enter the new customer information.
D) Select the Gear icon and then the Create (+) will allow the user to choose a customer drop-down arrow > + Add new and enter the new customer information.
Customers List
A Customers List is a compilation of information on clients who purchase goods or services from a business, often used for marketing, sales, and customer service.
Gear Icon
A graphical representation commonly used to symbolize settings or options in a software application.
Add New
A command or option in software applications for creating a new file, record, account, or other items.
- Learn how to update the Customers List in QBO before or while entering transactions.
Verified Answer
SM
Sierra MorinJun 20, 2024
Final Answer :
B
Explanation :
The easiest and most efficient way to update the customers list while entering transactions is by selecting the customer drop-down arrow on the transaction screen and choosing + Add new to enter new customer information. This ensures that the new customer information is entered correctly in relation to the existing transaction. The other options listed also allow for adding new customers, but they require unnecessary steps and may disrupt the transaction entry process.
Learning Objectives
- Learn how to update the Customers List in QBO before or while entering transactions.