A great new feature added this year to QuickBooks are the Customer and Vendor summaries. When you open forms to Create Estimates, Create Sales Orders, Create Invoices, Create Purchase Orders or Enter Bills, a new column appears on the right. As you select a customer or vendor this column is populated with their selected information.
For Vendors:
- Phone Number
- Email Address
- Open Balance
- PO’s to be Reviewed
- Recent Transactions
- Notes
For Customers:
- Open Balance
- Active Estimates
- Open Sales Orders to be Invoiced
- Unbilled Time & Expenses
- Recent Transactions
- Notes
You can hide this column if you want to, but the information displayed (some of it can be drilled down to the supporting transaction details) makes it easier to get a more complete picture of you customer or vendor without having to manually switch among a number of different screens.