Adding Customers

By using QuickBooks to keep track of your customers, you can personalize their billings, send invoices and mailings effortlessly, and see at a glance the status of their accounts. QuickBooks provides you with built-in fields for entering detailed information about each of your customers.

Add Customers

Click the Customer Center icon on the toolbar.

TIMESAVER

Alternatively, you can click the Customers icon on the Home page or press Ctrl+J.

Click the New Customer & Job button at the top of the Customer Center window, and then click New Customer from the drop-down menu (or press Ctrl+N).

Enter all the information you have about this customer, including name, address, billing and shipping addresses, phone and fax numbers, and email address.

Using the Copy button enables you to quickly transfer address information from the Bill To address field to the Ship To field.

Click the Additional Info tab to progress to the next customer information screen.

If you plan to track this information, enter the type of referral that led this customer to you.

Enter the terms you've chosen for this customer. You can select Add New to add your own options to this and the other drop-down lists.

See Also

See "Creating Payment Terms" on page 245 for information on setting up payment terms for your customers.

If your company is required to collect sales tax from this customer, you can identify the type of sales tax and indicate that the customer is taxable in the Sales Tax Information section of the window.

You can use the Custom Fields area to create useful fields of your own. Click the Define Fields button to add your own fields to this area.

Click the other tabs to enter information such as credit limit, credit card number, status of job, and so on.