Add A New Customer In QuickBooks Or QuickBooks POS

Published on 18 November 2020 at 11:23

Create / Add a New Customer In QuickBooks

QuickBooks enables you to keep an eye on customers as well as the individual jobs performed for a customer. When you create a brand new job for a customer, the work is listed as a subcategory beneath the respective customer into the customer list. QuickBooks enables you to add as numerous jobs as required for an individual customer. Some businesses do not segregate each job performed for a person. For most product-based businesses, it's not vital to create an innovative new job for each customer. However, if you are a service provider who can perform a different task for your customers, you will need to track each job. In this lesson, we shall add a single customer and job. There are several fields that really must be addressed when creating a new customer. The most crucial are name, address and payment terms fields. The payment terms field is especially important as you must dictate once you expect payment to be made towards an invoice. If you don't indicate your terms, in that case your customers might not make the initiative to cover you promptly. To type in just one customer’s information, perform the next steps:


Let me reveal a summary of the steps performed into the QuickBooks tutorials video:

1. Click the shoppers icon on the icon bar, you can also open the customer center by clicking Customers in the menu bar then click Customer Center.

2. Click the “New Customer and Job” button. Select New Customer from the drop-down menu.

3. Click the “Address Info” tab in the left.

4. we shall fill out information when it comes to highlighted fields only.

5. You can easily copy the billing address to the Ship To field if you're shipping towards the same address.

6. given that we have entered in the necessary data, we are going to add an extra shipping address. To work on this, click the “+” sign next into the Ship To field, or you can click the arrow in the menu label directly above it.

7. Fill in the info for the highlighted fields. Make a note at the end if necessary. You can even replace the Ship To name if required.

8. After you have got finished entering in a brand new shipping address, click OK.

9. Click the Payment Settings tab. We will concentrate on the Payment Terms field. The Payment Terms dictate if your company expects to get payment. The default payment term is “Net 30” and therefore means your business wish to be paid the net amount of the invoice in thirty days from the invoice date. However, because of this example, we will choose another payment option. There are fields which you can use to enter and save a customer’s credit card information if needed.

10. Click the arrow in the Payment Terms field and choose 1% 10 Net 30. This choice means that if a client pays within 10 times of the invoice date, you will give them a 1% discount form the amount of the invoice. For example, assume an invoice total is $500 and the date regarding the invoice is 1/1/2015. In the event that customer pays the invoice by 1/10/2015, they are going to receive a $5 discount, which means that they're going to only have to pay for $495 (.01 X $500 = $5). The Credit Limit field may be used to limit the money which you extend to a client. If you set the borrowing limit at $1,000, and the customer already has $900 in outstanding invoices, QuickBooks will display a warning in the event that customer makes one more purchase of $101 or maybe more. It is possible to offer into the customer when they pass this threshold, but it is at your discretion. The Price Level field allows you to set a specific discount for certain customers. We will revisit this field in a later lesson.

11. The Sales Tax field is used to set a default tax rate for a certain customer. Some customer may not have to cover state sales tax, however they need to pay local. This is certainly particularly common with universities. There are tax exempt companies that won't have to pay sales tax after all. We're going to revisit this field in a later lesson.

12. The Additional Info section is used to add a salesperson or Customer Type. Additionally, you can include a Custom Field for anything pertaining to the business enterprise. For instance, you should create a field called Delivery Company, plus in this field you are able to enter in various delivery companies such as for instance UPS or FedEx. Whenever you run a report utilizing this field, it is possible to sort and arrange the data as required.

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13. The task Info tab allows you to enter in various information regarding a specific job when it comes to customer. The information and knowledge listed in these fields is visible in various reports by simply clicking the Reports Menu > List > Customer Contact > Customize Report, then find the fields you want to be displayed in your report.

14. Once you click OK, all of this customer’s information that you have entered will undoubtedly be displayed in this screen above.

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