{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/7a2a4ba39a0849b2a0f3f9d808b142af\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/7a2a4ba39a0849b2a0f3f9d808b142af-b47baa63520abfe1.gif","duration":155.863,"title":"Creating and Managing Customer Profiles in QuickBooks","description":"In this video, I walk you through the process of adding a customer in our system, starting from navigating to Sales and Customers to entering essential details like their name, contact information, and billing email address. I also demonstrate how to set up a contact for the customer and establish any special pricing or shipping sequences tailored to their needs. It's crucial to ensure that we have the right shipping methods in place, as each customer can have a customized sequence for delivery. Please make sure to follow these steps carefully when adding new customers to streamline our operations. If you have any questions, feel free to reach out!"}