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Adding Customers

To use QuickBooks to its full advantage, enter all your customer names and details in your QuickBooks company file. Sometimes it isn't feasible to enter all customers. For example, if you operate a retail store where customers shop anonymously, you don't have the luxury of obtaining names, addresses, and other details. But for many businesses, knowing your customers is a requirement for successful business dealings. 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

Select Customer:Job List from the Lists menu or the Customers menu to view a complete list of current customers. Alternatively, you can click the Customers icon on the Customer Navigator or press Ctrl+J.

Click the Customer:Job button at the bottom of the dialog box that appears, and then click New 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.

Click the Check Credit button if you want to use the QuickBooks Credit Check service, a fee-based service available to QuickBooks users.

Click the Address Details buttons if it's not obvious which pieces of the billing and shipping addresses correspond to the descriptions of street, city, state, country, and so on.

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 253 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.



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