How to Use CAMPs for QuickBooks Desktop

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How to Use CAMPs for QuickBooks Desktop?
By Dancing Numbers
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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. This article will
teach you how to use CAMPS to manage your
QuickBooks customers.
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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.
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• 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.

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• 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.

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CONTACT 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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