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Creating a customer profile

From: QuickBooks Pro 2010 Essential Training

Video: Creating a customer profile

Your real-life customers are the companies or people who buy from you, like people who purchase products in your store, patients you treat at your medical office or donors who contribute to your nonprofit. In QuickBooks, you create a customer record to keep track of the information about one of your real-life customers. QuickBooks uses that information to fill out invoice fields, an e-mail for sending a message, or a customer contact report. You might also work on more than one project for a customer. Say you're an electrician who installs the wiring in houses that a general contractor builds.

Creating a customer profile

Your real-life customers are the companies or people who buy from you, like people who purchase products in your store, patients you treat at your medical office or donors who contribute to your nonprofit. In QuickBooks, you create a customer record to keep track of the information about one of your real-life customers. QuickBooks uses that information to fill out invoice fields, an e-mail for sending a message, or a customer contact report. You might also work on more than one project for a customer. Say you're an electrician who installs the wiring in houses that a general contractor builds.

In QuickBooks, you can create jobs and associate them with QuickBooks customer records. That way you can send invoices for each job to a different address if necessary, and keep track of how much you earn, how much you spend and the resulting profit for each job. When you create a customer, QuickBooks is hungry for information about that customer, but you don't have to fill in every box unless you want to. The Customer Center is a convenient place to create a customer. On the homepage, click Customers on the left side of the window.

On the toolbar, click New Customer & Job and then choose New Customer. The New Customer dialog box is chock full of boxes, but the only one you have to fill in is Customer Name. The Customer Name really is about identification. You can use an alphanumeric code, an abbreviation of the customer's name, or the full customer name. Customers appear in Customer Name dropdown list alphabetically. So the full name or an abbreviation makes it easier to find the customer you want.

You can create generic customer names, if you don't need detailed information. For example, you might create a customer called Cash Sale for every person who buys papers at your newsstand. The Company Name box is for a company or person's actual name. Although you can use the same name in the Customer Name and Company Name boxes if you want. Leave the Opening Balance box empty. The best way to get a customer's balance into QuickBooks is to create invoices for the money they owe you. That way, if they don't pay or if they have questions, you have the paperwork you need to follow up.

The rest of the boxes on the Address Info tab are pretty easy. Fill in your primary contact's name. QuickBooks copies the Company Name and Contact Name to the Address box. Fill in the rest of the address in the Address box. To use the mailing address as the shipping address, click Copy. If the address you entered is incomplete or unclear, QuickBooks opens the Add Ship To Address Information dialog box with fields for you to fill in.

When the address is complete, click OK. You can also fill in the person's contact information. Phone, Fax, E-mail, an Alternate Contact and so on. If the customer has more than one shipping address for example, the address for several branch offices, click Add New to add another shipping address. Then when you create packing slips you can choose the shipping address to use. I'll just cancel this for now. Click OK to add the customer to the customer list.

If you want to add the rest of the customer's information, you can always click the Additional Info tab, which you'll learn about later in this chapter. If you're ready to save the customer, just click OK and you'll see the customer take its place in Customer list as it does here.

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This video is part of

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QuickBooks Pro 2010 Essential Training

69 video lessons · 21797 viewers

Bonnie Biafore
Author

 
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  1. 8m 19s
    1. Welcome
      52s
    2. Editions of QuickBooks
      3m 24s
    3. QuickBooks bookkeeping basics
      2m 46s
    4. Using the exercise files
      41s
    5. Disclaimer
      36s
  2. 9m 12s
    1. Opening a company file
      2m 4s
    2. Using the QuickBooks menus and home page
      2m 49s
    3. Touring the Customer, Vendor, and Employee Centers
      2m 32s
    4. Navigating between QuickBooks windows
      1m 47s
  3. 10m 50s
    1. Gathering the information you need
      2m 4s
    2. Creating a company file
      5m 33s
    3. Converting from another program
      3m 13s
  4. 8m 19s
    1. Naming and numbering accounts
      3m 36s
    2. Creating an account
      2m 26s
    3. Making an account inactive
      2m 17s
  5. 14m 50s
    1. Creating a customer profile
      3m 40s
    2. Adding customer information
      4m 33s
    3. Creating a job
      2m 18s
    4. Making customers inactive
      1m 39s
    5. Creating a vendor
      2m 40s
  6. 43m 35s
    1. Why use QuickBooks items?
      2m 59s
    2. Creating a service item
      4m 26s
    3. Setting up time tracking
      2m 53s
    4. Entering time
      4m 19s
    5. Tracking mileage
      4m 34s
    6. Creating an inventory item
      6m 7s
    7. Creating a non-inventory item
      3m 34s
    8. Setting up sales tax
      6m 59s
    9. Setting up discounts and charges
      3m 46s
    10. Creating a group of items
      2m 16s
    11. Making items inactive
      1m 42s
  7. 30m 46s
    1. Creating a purchase order
      3m 8s
    2. Entering a bill
      4m 37s
    3. Recording inventory you receive
      3m 47s
    4. Paying bills
      4m 5s
    5. Handling a credit from a vendor
      5m 2s
    6. Writing a check for expenses
      3m 17s
    7. Paying with a credit card
      1m 40s
    8. Paying with cash
      2m 53s
    9. Paying sales tax
      2m 17s
  8. 35m 5s
    1. Understanding invoices, statements, and sales receipts
      2m 23s
    2. Creating an invoice and filling in header fields
      2m 55s
    3. Adding items to an invoice
      5m 7s
    4. Adding billable time and cost to an invoice
      5m 57s
    5. Using subtotals, discounts, and other charges
      3m 6s
    6. Creating an estimate
      2m 49s
    7. Handling a customer credit
      4m 57s
    8. Creating a statement charge
      3m 7s
    9. Producing a statement
      4m 44s
  9. 14m 44s
    1. Setting up print options
      4m 13s
    2. Aligning forms with printer paper
      3m 0s
    3. Printing one or more forms
      4m 29s
    4. Emailing a sales form
      3m 2s
  10. 14m 8s
    1. Receiving a payment
      3m 49s
    2. Assessing finance charges
      4m 9s
    3. Creating a sales receipt for a cash sale
      2m 39s
    4. Depositing payments
      3m 31s
  11. 10m 37s
    1. Preparing to reconcile a bank account
      1m 50s
    2. Reconciling transactions to your bank statement
      3m 14s
    3. Correcting discrepancies
      5m 33s
  12. 9m 51s
    1. Using the Report Center to find reports
      3m 0s
    2. Running a report
      3m 45s
    3. Printing or saving a report
      3m 6s
  13. 6m 8s
    1. Why use journal entries?
      3m 3s
    2. Creating a general journal entry
      3m 5s
  14. 13m 39s
    1. Creating a new user
      4m 58s
    2. Backing up your company file
      6m 10s
    3. Restoring a company file
      2m 31s
  15. 27s
    1. Goodbye
      27s

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