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hi there in this quickbooks online video well quickly look at accounts receivable um well add a new customer and enter a receipt an estimate and then convert that estimate into an invoice so im gonna go to quickbooks and again im choosing the test drive and im gonna go to sales customers and new customer so this is all of the data we can add for the new customer all thats required is the customer display name im going to enter sally smith her first name is sally last name smith company named sally smith and you can add a bit more information pretty much all of it is self-explanatory we can have customers within customers within customers i believe nine levels deep addresses thats pretty straightforward you can add some personal notes there well look at multiple currencies in level two but you can add a payment method so you dont have to choose at a time of receipt or payment and terms to set due dates for invoices as well as receipts we have categories we havent had any adde
