QuickBooks Help Sheets

QuickBooks Helpsheets – Setting up a Customer

  1. Once logged in click on “Sales” on the left-hand side. Then click on the “Customers” tab.
    Setting up a new customer - step 1
    Setting up a new customer - step 1.2

  2. Click on “New Customer”.
    Setting up a new customer - step 2

  3. Enter in as much detail as possible. You will need to at least enter the First Name, Last Name and Company Name. You can then choose the Display Name to be either the Name or Company Name. It’s important to note that if a customer has more than one company, you need to make sure the Display Name is different for each one as the system doesn’t allow you to have more than one customer with the same name.
    Setting up a new customer - step 3

  4. You can add extra details for each customer using the tabs at the bottom of the window. The Payment and Billing tab is useful if you have clients that pay in a different currency to the home currency or if they only pay in one way.
    Setting up a new customer - step 4
    Setting up a new customer - step 4.2

  5. Once you are happy with the details click “Save”.
    Setting up a new customer - step 5
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