How to Use CAMPs for QuickBooks Desktop - PowerPoint PPT Presentation

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How to Use CAMPs for QuickBooks Desktop

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If you are an owner or operator of a business with QuickBooks Desktop, you may want to know how to use the Customer Account Management Portal (CAMPs) in order to better manage your customer relationships. CAMPs is a web-based tool that allows you to manage your customers, their accounts, and their payments. – PowerPoint PPT presentation

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Title: How to Use CAMPs for QuickBooks Desktop


1
How to Use CAMPs for QuickBooks Desktop?
By Dancing Numbers
2
If you are an owner or operator of a business
with QuickBooks Desktop, you may want to know how
to use the Customer Account Management Portal
(CAMPs) in order to better manage your customer
relationships. CAMPs is a web-based tool that
allows you to manage your customers, their
accounts, and their payments. This article will
teach you how to use CAMPS to manage your
QuickBooks customers.
3
How To Use The CAMPS(Customer Account Management
Portal)?
If you are a QuickBooks user and need help
managing your customer accounts, the Customer
Account Management Portal (Camps) is an excellent
resource. CAMPs lets you manage your customers
account information, invoices, and payments from
one centralized location.
4
  • To get started, log in to your QuickBooks account
    and go to the Menu bar gt Settings gt Accounts and
    Transactions gt Customer Account Management. You
    will see the CAMPS window.
  • The first thing you want to do is create a new
    customer account. In the CAMPS window, click New
    Customer on the left panel and enter the
    customers name, company name, contact
    information, and financial information (such as
    account number). Click Save.
  • Now that you have created a new customer account,
    you need to add this customer to your QuickBooks
    business file. To do this, go to the Accounts and
    Transactions tab in CAMPS and select the company
    file for which you want to add the new customer.
    In the Select Company File list on the right
    panel, select the file in which you want to add
    the new customer. Click Add Customer on the
    bottom of the screen.

5
  • In addition to adding a new customer to
    yourbusiness file, you may also want to add this
    customer to your invoicing and payment processing
    systems. To do this, go to the Accounts and
    Transactions tab in CAMPS and select the company
    file for which you want to add the new customer.
    In the Select Company File list on the right
    panel, select the file in which you want to add
    the new customer. Click Add Customer on the
    bottom of the screen.
  • You can now start billing and payments for this
    customer. To begin billing, go to the Payments
    tab in CAMPS and select your company file from
    the Select Company File list on the right panel.
    In the Billing window, enter the amount you want
    to bill for products or services supplied by this
    customer, and click Bill. To begin paying this
    customer, go to the Payments tab in CAMPS and
    select your company file from the Select Company
    File list on the right panel. In the Payment
    window, enter the amount you want to pay this
    customer, and click Pay.
  • You can also manage your customer relationships
    in CAMPS by archiving and deleting customers,
    changing account information, and more.

6
CONTACT US
Hope the above info helped you understand the
uses of CAMPs for QuickBooks. If not feel free to
contact us,
WEB DANCINGNUMBERS.COM EMAIL INFO_at_DANCINGNUMBERS
.COM
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