Question

You have a customer who isn't sure they want you to do some work they need, but you want to record that they're interested. How do you do that in QuickBooks online?

a) This is a question about managing customer inquiries and interest in QuickBooks.
b) This is a question about customer relationship management in business.
c) This is a question about the sales process in QuickBooks.
d) This is a question about business communication and negotiation.

Answer 1

In QuickBooks Online, you can record customer interest by creating estimates or sales orders, which allow you to track potential sales and have a record of customer inquiries.

Step-by-step explanation:

In QuickBooks Online, you can record customer interest by creating an estimate or a sales order. These documents allow you to outline the work or services the customer is interested in, along with pricing and terms. To create an estimate or sales order, go to the Sales tab, click on the + New button, and select either Estimate or Sales Order.

Once you've created the estimate or sales order, you can enter the customer's information and details about the work they need. This allows you to track their interest and have a record of the potential sale, even if they haven't fully committed yet.

By using estimates or sales orders in QuickBooks Online, you can effectively manage customer inquiries, track potential sales, and maintain a record of customer interest.