You’ve been asked to add a new customer for your client in their QuickBooks Onli

Question

You’ve been asked to add a new customer for your client in their QuickBooks Online company, so, you go to the Sales Center and select the Customer tab to begin. As this is the first customer for your client you are taken straight to an easy entry screen.

Take a look at the steps that follow:

1. You enter the customer name, phone number and email from the business card you’ve been given by the client
2. ____________________
3. You now want to edit this customer’s details to add some further information
4. Select the customer name from the customer list
5. Select the Edit button in the top right
6. This customer is not taxable and you need to enter their reseller number. Select the Tax info tab and enter their reseller number 92-12345 in the Exemption details
7. ___________________ and set their preferred payment method to Credit Card
8. Select Save

Now select the missing steps.

-2. Select the Enter details button; 7. Select Payment and Billing

-2. Select the Add Customer button; 7. Select Billing options

-2. Select the Enter details button; 7. Select Set credit card options

-2. Select the Add Customer button; 7. Select Payment and Billing

Explanation / Answer

The 4th option of your question is correct

ie. -2. Select the add customer button : 7. Select payment and billing

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