Step One
In quickbooks hit the customer center link. This link is highlighted by a red circle in the picture below. (Please click the image to view in it's maximum size)
Step Two
Once you click the customer center link a new window will open. This new window is the Customer Center window. In this window you will be able to view all of your customer's information.
Step 3
Next you are going to want to hit the button at the top left hand corner of the Customer Center named New Customer and Job. After hitting this button a drop down menu with two choices will appear. New customer and Add Job. For the purpose of this tutorial we will hit the new customer button.
The difference between a New Customer and Adding a job are as follows: In quickbooks the term customer means anyone who pays you for goods or services. You can add new customers to the list at any time. Quickbooks uses the list to hold information about the people and companies to whom you sell your products and services.
Adding a job is much different. This is used when you want to track more than one job from a customer. For example if you own a construction company and you do a lot of subcontracting work for a certain company you use that company as your customer and the job names as the jobs.
Step 4
The next step is pretty much self explanatory. The edit customer box will come up and you will enter in the information that you want about that specific customer.
Step 5
This next step is not something you have to do but I would recommened it. If you want to add your customer's address then you have to go to the bottom left hand corner of the edit customer window and hit the edit button.
After clicking the edit button the Edit Address Information window will appear. Then all you have to do is fill out the information and click ok.
After you click ok you will be back to the Edit Customer Information window. Now you are all done and you can click ok. Once you click ok you will be brought back to the Customer Center window. You have now successfully added a customer to your Quickbooks file. Congrats!
Next you are going to want to hit the button at the top left hand corner of the Customer Center named New Customer and Job. After hitting this button a drop down menu with two choices will appear. New customer and Add Job. For the purpose of this tutorial we will hit the new customer button.
The difference between a New Customer and Adding a job are as follows: In quickbooks the term customer means anyone who pays you for goods or services. You can add new customers to the list at any time. Quickbooks uses the list to hold information about the people and companies to whom you sell your products and services.
Adding a job is much different. This is used when you want to track more than one job from a customer. For example if you own a construction company and you do a lot of subcontracting work for a certain company you use that company as your customer and the job names as the jobs.
Step 4
The next step is pretty much self explanatory. The edit customer box will come up and you will enter in the information that you want about that specific customer.
Step 5
This next step is not something you have to do but I would recommened it. If you want to add your customer's address then you have to go to the bottom left hand corner of the edit customer window and hit the edit button.
After clicking the edit button the Edit Address Information window will appear. Then all you have to do is fill out the information and click ok.
After you click ok you will be back to the Edit Customer Information window. Now you are all done and you can click ok. Once you click ok you will be brought back to the Customer Center window. You have now successfully added a customer to your Quickbooks file. Congrats!
No comments:
Post a Comment