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In this QuickBooks tutorial, Jason from the QuickBooks team emphasizes the importance of setting up your company file and understanding the sales workflow before recording any sales. He explains how to set up customers, items, and services, and choose the appropriate sales forms. Not all sales require a customer or donor name; however, to track income, it’s essential to set them up as customers or donors. Users can view customer details and transaction history, and if there are indented names, these indicate assigned jobs for the main customer. Setting up a job is recommended for tracking specific project profitability. To add a new customer or job, users should select "new customer and job" and fill in the respective information, which QuickBooks will recall for future transactions.
