IAC Professionals » Other Additional Information http://www.iacprofessionals.com/blog Accounting & Bookkeeping Mumbo Wed, 01 Feb 2012 08:00:18 +0000 en hourly 1 http://wordpress.org/?v=3.0.5 Setting up a new customer or client in QuickBooks http://www.iacprofessionals.com/blog/2010/02/setting-up-a-new-customer-or-client-in-quickbooks/ http://www.iacprofessionals.com/blog/2010/02/setting-up-a-new-customer-or-client-in-quickbooks/#comments Mon, 01 Feb 2010 03:48:47 +0000 Heather http://www.iacprofessionals.com/blog/?p=28 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.

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