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About this lesson

In this lesson, we'll discuss what can be found on the vendor home page.

Quick reference

Ribbon and customer list

The ribbon and customer list is a list of active customers in QuickBooks Online and a way to filter customers based on predefined criteria.

When to use

The customer list is a great directory to quickly view transactions relating to specific customers. It's also useful to quickly see which customers are linked to open transactions such as overdue invoices.

Instructions

  1. Click on the word sales in the left side menu bar
  2. Click on the word customers in the menu that pops out to the right
  3. To filter the customer list:
    1. Click on the colorful ribbon
      1. Light blue = open estimates
      2. Dark blue = unbilled activity
      3. Orange = overdue invoices
      4. Gray = open invoices (including the overdue)
      5. Green = customers paid in the last 30 days 
    2. Enter a customer name in the search box to the right of batch actions
  4. To view transactions relating to a customer click on the customer name

Hints & tips

  • A quick and easy way to find historical transactions related to a customer (such as sales receipt and invoices) is to find that customer on the customer list and then click on their name. 
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  • 00:04 In this video, I want to talk to you about the sales ribbon and the customer list.
  • 00:09 To get to this,
  • 00:10 I'm going to have you click on sales on the left hand side of your screen.
  • 00:14 And then come down to customers.
  • 00:17 Doing this is going to take us to the customer list and
  • 00:20 display the sales ribbon across the top of the screen.
  • 00:24 In our example, our customer list is three customers long.
  • 00:28 And your QuickBooks, it's likely to be longer than this.
  • 00:32 What you can see when you click on the sales ribbon is the number of open
  • 00:36 estimates you have.
  • 00:37 The number of unbilled activities you have.
  • 00:41 The number of overdue invoices, the total number of open invoices.
  • 00:46 And the number of invoices that have been paid in the last 30 days.
  • 00:51 If you wanted to isolate your customer list and
  • 00:54 say okay, we'll pretend the customer list is more than three.
  • 00:57 But if you say you know what, I want to see who owes me money.
  • 01:01 You can click on the orange where it says three overdue, or
  • 01:05 you can click on the gray where it says 3 open invoices.
  • 01:09 The gray is going to encompass all the open invoices,
  • 01:12 whereas the orange is just the overdue invoices.
  • 01:16 So let's click on the gray.
  • 01:18 What this has done is reduced our customer lists from three to two.
  • 01:22 To of our clients have invoices that are outstanding.
  • 01:26 I can see over here under pending invoices a hyperlink that says two open invoices.
  • 01:32 If I click on that, it's going to take me to a list of their transactions.
  • 01:36 Over to the right in the status column, I can see that these top two are overdue.
  • 01:42 If I want to look at the invoice, all I have to do is click on it and
  • 01:45 then I can see it.
  • 01:48 Let's go back to the customer list.
  • 01:52 After you get done looking at this narrowed down or filtered list, if you'd
  • 01:56 like to see all of your customers again, you can click clear filter view all.
  • 02:03 If you wanted to see the customers who have bought from you in the last 30 days,
  • 02:07 you can click on that page on the right hand side.
  • 02:11 In this case, it's all of our customers.
  • 02:15 I do want you to know that this is only showing the things
  • 02:17 where the invoice was generated.
  • 02:20 If you didn't generate the invoice, for example, if you instead generated
  • 02:23 the sales receipt, you're not going to see it over here.
  • 02:26 Because sales receipts are never open and they're never overdue.
  • 02:30 They're paid immediately.
  • 02:32 Let's create a quick invoice just so you can see this number increasing.
  • 02:35 So we're going to pick on Gleeful Gizmo this time.
  • 02:39 First, I do see that I can create an invoice over here.
  • 02:43 I tend to go up here to the upper left hand corner and click on the plus new.
  • 02:47 I do that because it's available no matter what screen I'm on.
  • 02:50 So plus new under the customers column, I'll go to invoice.
  • 02:54 So Gleeful Gizmo, and then we'll say, four hours of training.
  • 03:02 This person really wants to know how to drive a race car.
  • 03:05 In the lower right hand corner, I'm going to go ahead and click on Save.
  • 03:09 And then I'm going to close this invoice out.
  • 03:11 So I'm going to click the x in the upper right hand corner.
  • 03:15 Now when I look at my ribbon,
  • 03:16 I can see I have three invoices that are overdue, that's still true.
  • 03:21 And I have four open invoices.
  • 03:23 So the difference is the new invoice the one for
  • 03:25 Gleeful Gizmo, it's not overdue yet.
  • 03:29 So when I click on this, it's just going to say, here's all the invoices.
  • 03:33 When I click on that orange, it's going to narrow it down and
  • 03:35 say these are the ones that are overdue.
  • 03:38 Please follow up with these clients.

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