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1. A client has selected three customers in their Customers center: What's the first thing the client should select to assign a customer type to
1. A client has selected three customers in their Customers center:
What's the first thing the client should select to assign a customer type to these customers in the quickest way?
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Gear icon |
Customer types |
Batch actions |
Accountant Tools |
2. Which statement is true about the Categorization history feature in the Banking center?
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It only lists transactions for the chosen bank or credit card account |
If no vendor or customer is selected, the Categorization history link wont appear |
Its available only in QuickBooks Online Plus and Advanced |
Transactions listed are from all dates |
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