From the course: QuickBooks Pro 2020 Essential Training

Unlock the full course today

Join today to access over 22,600 courses taught by industry experts or purchase this course individually.

Create and edit customers

Create and edit customers - QuickBooks Pro Tutorial

From the course: QuickBooks Pro 2020 Essential Training

Start my 1-month free trial

Create and edit customers

“

- [Instructor] You can add customers via Excel or manually. For this video, we're going to enter a customer multiply. Get into the customer center by clicking the customers blue link on the homepage. I can already see that there's one customer in here with not a whole lot of details filled out, but that's okay. You don't need a lot of information if you don't have it. Clicking on the customer on the left hand side will bring up their information on the right. You can see all sorts of information here, such as a phone number, address, and you can get a map and directions to get to their house or place of business. The bottom of the screen will contain any transactions that you have for that customer. I can also filter it by a particular transaction type. For example, if I click the black triangle next to all transactions, I could filter it. I could only see estimates, invoices, or all received payments from that customer. You…

Contents