Setting Up Customer Accounts in QuickBooks
How to Setup a Customer in QuickBooks for Mac
Step 1. Go to the Customer menu at top, and click Customer Center.
Step 2. At bottom left plus sign, click on the drop-down button, and select New Customer
Step 3. Fill in the customer name, address, and other particulars then select Additional Info and Job Info to see if any of those fields are vital for your customer setup.
Step 4. Click Ok.
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
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