How to Setup a Customer in QuickBooks

• How to Setup a Customer in QuickBooks: Pro, Premier
• How to Setup a Customer in QuickBooks Mac

To setup your customer in QuickBooks Online:

• Go to the Customers in the left menu bar, then click New customer at top right of screen.
• Fill in all pertinent fields, and click Save. The information you enter here will be automatically added to your Invoices when you create them for each customer. Also, if you will be emailing Invoices to your customer, you should input their email addresses here as well. You will be able to add the email directly when creating the Invoice as well.
• Click Save.

Customer Setup & Management

• How to Set Up Your Customers in QuickBooks for Windows (Pro, Premier)
• How to Set Up Your Customers in QuickBooks for Mac
• How to Set Up Customers in QuickBooks Online
• How to Create an Invoice in QuickBooks
• How to Create an Estimate in QuickBooks
• How to Turn On the Estimates Preference in QuickBooks
• How to Progress Invoice in QuickBooks
• How to Turn On the Progress Invoicing Preference in QuickBooks
• How to Invoice Customers from Timesheets in QuickBooks Online
• How to Book a Bounced Check Against an Invoice in QuickBooks
• How to Create Items in QuickBooks for Mac for the Products and Services You Provide
• How to Record, Delete, or Edit a Sales Tax Payment in QuickBooks Online
• How to Record a Payment for an Invoice that Was Written Off in a Previous Year in QuickBooks

• How Do I Start a New
  Company in QuickBooks?
• Where Should I Save
  My Company Files?
• What is a Peer-To-Peer Network?
• What is a Client-Server Network?
• How Do I Export
  Specific Data from One
  Company to Another in QuickBooks?
• How Do I Import
  Specific Data from One
  Company to Another in QuickBooks?
• How Do I Navigate
  to Each Company in
  QuickBooks?

Customer

• How Do I Set Up a
  New Customer in QuickBooks?
• How Do I Add a
  Customer Job in QuickBooks?
• How Do I Create an
  Invoice in QuickBooks?
• How Do I Record a
  Customer Payment for
  an Invoice?
• How Do I Check
  Customer Balance in
  QuickBooks?
• How Do I Generate
  Customer Statement
  in QuickBooks?

Banking

• How Do I Set Up a
  Bank Account in QuickBooks?
• How Do I Reconcile a
  Bank Account in QuickBooks?
• How Do I Correct My
  Opening Balance to Reconcile My Bank Account in QuickBooks?
• How Do I Write a
  Check in QuickBooks?
• How Do I Pay a Bill
  in QuickBooks?
• What is the Difference
  Between Writing a
  Check and Making a
  Bill Payment?

Vendor

• How Do I Set Up a
  New Vendor in QuickBooks?
• How Do I Enter
  Bills in QuickBooks?
• How Do I Enter Bill
  Payments in QuickBooks?
• How Do I Check
  Vendor Balance in
  QuickBooks?
• How Do I Generate
  Vendor Aging Report
  in QuickBooks?