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hi this is jason from the quickbooks team before you record any sales in quickbooks desktop its important to set up your company file and understand the sales workflow that best relates to your business lets go over how to set up customers items and services and which sales forms are right for you not all sales require you to record a name for the customer or donor if you want to keep track of how much money you receive from someone though set them up as a customer or donor select customers to start your customers appear on this list when you select the customers name you see their contact details and past transactions if you see indented names these are assigned jobs to the customer above set up a job anytime you do work for a customer that you want separate reports for this is helpful if you want to measure the profitability of specific projects select new customer and job to set up something new fill in the customer job info quickbooks recalls it later as you fill in transactions
