How To Add New Customer In Quickbooks Desktop?
Adding a new customer in Quickbooks Desktop is an essential task for keeping your bookkeeping records up-to-date. It can be tricky to manage all the information needed to keep track of your customers, but it doesn’t have to be difficult. In this article, we will walk you through the process of adding a new customer in Quickbooks Desktop, step-by-step, so that you can make sure your records are organized and accurate.
Adding a new customer in QuickBooks Desktop is an easy process. All you need to do is open the Customer Center, fill out the required information, and then click the Save & Close button. Here’s how you do it:
- Open QuickBooks Desktop and select Customers from the drop-down menu.
- Select the Customer Center tab.
- Select the New Customer button in the lower right-hand corner.
- Fill out the required information, such as name, address, and phone number.
- Once the information is filled out, click the Save & Close button.
Your new customer will now appear in the Customer Center and you can use them for invoicing and other transactions.
Adding New Customers in QuickBooks Desktop
Adding new customers in QuickBooks Desktop is a straightforward process. It only takes a few clicks to get started and the program will automatically update your financial records with the customer’s details. This article will guide you through the process of adding a new customer in QuickBooks Desktop.
Step 1: Open the Customer Center
The first step in adding a new customer in QuickBooks Desktop is to open the Customer Center. This can be accessed by going to the Customers tab at the top of the home page. Once you are in the Customer Center, you will see a list of existing customers.
Step 2: Select the Add New Customer Option
The next step is to select the “Add New Customer” option. This option is located at the top of the Customer Center page. Once you click on this option, a new window will appear. This window will allow you to enter the customer’s information, such as name, address, phone number, and more.
Step 3: Enter the Customer Details
Once you have selected the “Add New Customer” option, you will need to enter the customer’s details. This includes their name, address, phone number, and any other relevant information. Once you have entered all of the customer’s details, you can select the “Save & Close” button to save the customer’s information.
Editing or Deleting Customers in QuickBooks Desktop
Once you have added a customer in QuickBooks Desktop, you may need to edit or delete their information. This can be done by opening the Customer Center and selecting the customer you wish to edit or delete. Once you have selected the customer, you will be able to edit their information or delete the customer entirely.
Step 1: Opening the Customer Center
The first step in editing or deleting a customer in QuickBooks Desktop is to open the Customer Center. This can be accessed by going to the Customers tab at the top of the home page. Once you are in the Customer Center, you will see a list of existing customers.
Step 2: Select the Customer to Edit or Delete
The next step is to select the customer you wish to edit or delete. This can be done by clicking on their name in the list of customers. Once you have selected the customer, you will be able to edit their information or delete the customer entirely.
Viewing Customer Reports in QuickBooks Desktop
Once you have added customers in QuickBooks Desktop, you can view customer-related reports. These reports can be accessed by going to the Reports tab at the top of the home page. Once you are in the Reports page, you will see a list of available customer reports.
Step 1: Accessing the Reports Page
The first step in viewing customer reports in QuickBooks Desktop is to access the Reports page. This can be accessed by going to the Reports tab at the top of the home page. Once you are in the Reports page, you will see a list of available customer reports.
Step 2: Select the Customer Report
The next step is to select the customer report you wish to view. This can be done by clicking on the report title in the list of available reports. Once you have selected the report, you will be able to view the report and get an overview of the customer’s information.
Frequently Asked Questions
1. What is QuickBooks Desktop?
QuickBooks Desktop is a professional accounting software from Intuit, designed for small and medium-sized businesses. It is a powerful and efficient tool for managing financial transactions, invoices, payroll, and other financial tasks. It is available in several versions, including Pro, Premier, and Enterprise. It is also available in multiple languages and countries.
2. How do I add a new customer in QuickBooks Desktop?
Adding a new customer in QuickBooks Desktop is easy and straightforward. First, open the customer center in QuickBooks Desktop. Then click the “New Customer & Job” button at the top of the window. Enter the customer’s contact information and other relevant information into the customer profile. Finally, click “Save & Close.”
3. What information do I need to add a new customer in QuickBooks Desktop?
When adding a new customer in QuickBooks Desktop, you will need to provide the customer’s contact information, including their name, address, phone number, and email address. You will also need to provide the customer’s billing address and payment terms, if applicable.
4. How do I set up invoicing for a new customer in QuickBooks Desktop?
To set up invoicing for a new customer in QuickBooks Desktop, open the customer center. Select the customer, and then click “Set Up Invoicing.” Here you can customize the customer’s invoicing, including the invoice format, invoice terms, and any applicable sales taxes.
5. How do I assign customer jobs in QuickBooks Desktop?
To assign customer jobs in QuickBooks Desktop, open the customer center and select the customer. Then click “New Job” and enter the job details. You can also assign the job to a specific employee or vendor. Finally, click “Save & Close.”
6. How do I set up customer payments in QuickBooks Desktop?
To set up customer payments in QuickBooks Desktop, open the customer center and select the customer. Then click “Set Up Payments.” Here you can customize the customer’s payment settings, including the payment method, payment terms, and any applicable discounts. You can also set up recurring payments for regularly billed customers.
How to Enter Customers in QuickBooks Desktop
In conclusion, adding a new customer to QuickBooks Desktop is a simple process that can be done in just a few steps. Create a new customer profile, enter customer contact information, and save the profile. Once the customer is saved, you will be able to easily access the customer’s profile, view past invoices, and create new invoices. With QuickBooks Desktop, you can easily manage your customers and keep track of their billing information.
