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Jason from the QuickBooks team emphasizes the importance of setting up your company file and understanding the sales workflow before recording sales in QuickBooks Desktop. He discusses how to set up customers, items, and services, as well as selecting the appropriate sales forms for your business. It is noted that not all sales need to register a customer's name, but if tracking received payments is necessary, setting them up as a customer or donor is essential. The tutorial explains how to manage customer information, view contact details, and past transactions. Indented names indicate assigned jobs for customers, which can help track project profitability. Users can create new customers or jobs by selecting "New Customer and Job" and filling out the relevant information.
