Title: How to Use CAMPs for QuickBooks Desktop
1How to Use CAMPs for QuickBooks Desktop?
By Dancing Numbers
2If 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.
3How 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.
6CONTACT US
Hope the above info helped you understand the
uses of CAMPs for QuickBooks. If not feel free to
contact us,
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