Working on receivables

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Your company has receivables and need to access accounts to view status.	Instructions
You will need the following: Quick-books Select Customer Open the notes If answering collectors questions: Notes format When adding a note first select: Date stamp Q=question A=Answer When notes are present use these to answer questions if repetitive. Giving old notes will show collector that answers have been given to debtor. To send your message: Find icon or Ctrl F to open a search box Enter name under Customer Job click find Select initial invoice Mark e-mail invoice (left lower) Click e-mail send icon (Upper left) Close spell check Paste message on default message Select send later	Start button select Quickbooks program icon

	Copy notes: CtrlC
	See an illustration



	Paste notes: CtrlP

Financial solutions Select collector Access notes from collectors and questions Select company help You can view statements that are visible from the web	on your web site
	user and PW under vendors notes in QB
	You need your client's account number
Tip: You will have several windows open. To navigate back and forth, reduce the window size.