You can add customers to QuickBooks to keep track of the payments.
- It is possible to import a spread sheet where you maintain the records of the customers.
- The spread sheet must be adjusted to match QuickBooks format.
- You can also add new customers manually. There is only one field needed to be entered- Display Name, but you can input as much information as needed.
- To add new customers manually go to the Customer Center toolbar and click New Customer.
- For every customer, you must use a unique name or code.
- You must make sure each customer’s name is distinct from the others even if there are more than one customer with the same name.
- Now close the New Customer window and click OK.
- Inputting other information for the new customers can be done as well, as already mentioned.
- Company Name is the field where you can provide the actual name of the customer even if there are others who have the same name in your customer’s list. The name you enter here will appear on the invoice or bill.
- Full Name should also be provided with the salutation, title, first name, middle initial, last name. This will also appear on the invoice or bill created by QuickBooks.
You may have questions related to Creating & Editing Customers in QuickBooks:
- How to Merge Duplicate customers in QuickBooks?
- How to Change QuickBooks Customer List?
- QuickBooks Add Job To Customer
- Manage QuickBooks Vendor & Customer Same Name (Identical)
- How To Change A Customer To A Job In QuickBooks?
- How to Entering Customer Jobs in QuickBooks?
- Vendor vs Customer in QuickBooks
- How to Modify Job List in QuickBooks?
- How to Create & Edit Vendors in QuickBooks
- How to Setting Up Customers in QuickBooks?
- QuickBooks Change Customer to Job
- How to Merge customers in QuickBooks?
- How to Setting Up Jobs In QuickBooks?
- How to Chnage QuickBooks Customer Job Report?
- How to Assess Finance Charges in QuickBooks
- How to Manage QuickBooks Customer Job List?
- How to Add or Edit User Account in QuickBooks
- Modification in Jobs In QuickBooks Online
- How to Connect My Bank & Credit Card Accounts to QuickBooks
- Using Jobs In Intuit QuickBooks
Hopefully, you have understood all the steps to editing and creating customers. Still, if you want to know more about this you can dial the QuickBooks toll-free number of the customer care centre.
