Making customers Set Up in
QuickBook is very simple. As all of your clients have to be setup as a
customer. For this purpose first of all you need to setup a customer before you
can setup a job that is associated with that customer. Please also remember
that you also don't need to setup a customer for each job. Most of the peoples
that are using QuickBook, are not familiar with it, but you can also setup the
customer when you entering the invoices in the system. I have given all the
necessary steps in details in the given lines.
- First of all go to and Under
Maintain choose Customer/Prospects.
- After it you need to assign a
Customer ID - The customer ID can be an abbreviation of the company name.
- Then in the name field enter
the company name.
- After it you will need to enter
the information of the company - contact, address information, etc.
- Next you need to Click on the
save button to save the information.
- And at last if you are done
enter the customers then click close.