QuickBooks Tutorial 2-1: Adding a New Customer

Step 1: Open the Customer Center
Click the Customer Center icon on the toolbar or press Control J. The Customers & Jobs List appears. This list includes a column for Customer (and optional Job) names and a Balance Total column which displays the total amount the customer owes you. Click any customer or job name to see detailed information about that customer and job.

Step 2: Open the New Customer Window.
Click the New Customer & Job button at the top of the Customer Center. The New Customer window will appear.

Step 3: Enter the Customer Information.
Enter the Customer name in the Customer Name field, then on the Address Info tab, enter general information about this customer, including name, Bill To address, Ship To address, Phone, FAX, and any other information that you find useful.

Step 4: Enter Additional Customer Information
Click the Additional Info tab in the New Customer window to enter optional information to help you categorize this customer, such as the Type of customer, the Terms you normally provide to this customer, and the Sales Rep who normally deals with this customer. You can also enter Sales Tax Information for this customer..

Step 5: Enter Payment Information
Click the Payment Info tab to enter information such as the customer's Account Number, the Credit Limit for this customer, and the customer's preferred Method of Payment.

Step 6: Enter Job Information
On the Job Info tab of the New Customer window, you can enter the status of the job, the date on which the job started, the projected and actual ending date, and other descriptive information about the job.

Step 7: Finishing the Customer Setup
Click OK when you have finished entering this customer information, click Cancel if you changed your mind and don't want to enter this customer anymore, or click Next to go on to enter another customer.

 

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