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Setting Up Customers

Your company's customers are the people and companies who pay you for your goods and services. If you keep track of who your customers are and what they purchase from you, you should enter your customer information in your QuickBooks file. If customers are anonymous in your business or you have no reason to keep track of individual customers, you can enter a generic customer name, such as “Cash Customer” or “Mail Order Customer,” and credit all sales to this type of customer. If you sell items on credit and keep track of accounts receivable in your business, you must enter the balances owed to you by your customers on your start date.

Set Up a Customer

Enter the name of a customer. Customer lists in QuickBooks are sorted alphabetically by the first letter of the name you enter.

Enter the amount, if any, that this customer owed to your company as of the start date.


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