Setting up a new customer or client in QuickBooks
This is a very simple blog post on how to set up a new client or customer in QuickBooks.
Step by Step:
1. Open QuickBooks
2. On your Menu bar click Customer Center
3. Click New Customer & Job and then New Customer
4. At a bare minimum enter your customer name up top in the Customer Name field
5. Enter any other additional information that may be pertinent or that you will need. I always say the more the merrier, but some companies may have an external CRM system or outside Invoicing application and may not need all of the full details of every customer inside of QuickBooks.
6. Press Okay and Voila! You have a new customer.
Note: Instructions and Screen-shots in this blog post are based on QuickBooks Premier 2009, visuals or steps may vary by edition.
February 2nd, 2010 at 4:04 am
[...] 6. Set up a generic or general client in your Customer Center. My general client is called ‘FreshBooks Receivables’ (If you don’t know how to do this, visit my blog post on setting up a customer in QuickBooks) [...]
February 10th, 2010 at 7:34 pm
[...] 6. Set up a generic or general client in your Customer Center. My general client is called ‘FreshBooks Receivables’ (If you don’t know how to do this, visit my blog post on setting up a customer in QuickBooks) [...]