Jess Stratton shows how to create customers, including filling out all details. She also shows users how to create notes, tasks, and additional contacts for each customer.
- [Voiceover] You can add customers via Excel or manually. For this video, we're going to enter a customer manually. Get into the Customer Center by clicking the Customers link from the home screen. 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 could see all sorts of information in here, such as phone number, address, and you can get a map and directions to find out how to get to their house or place of business.
At 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 you click on the black triangle next to All Transactions, you could filter it. I could see only estimates, invoices, or all received payments from that customer. You could also filter it further based on the date. If you click on the black triangle next to This Fiscal Year, I can change the date of the report. For example, I could even use these filters together to only see payments received from that customer last month.
To add a new customer, it's important to note that this is one of the few centers in which we create a new customer from the top of the screen, instead of the bottom like we're used to. I'll click New Customer and Job from the top of the screen and from here, I'll select New Customer. It's going to open up dialog box and from here, I can enter the customer name at the very top of the screen. I can put in their opening balance if they have one and here's where I can put in more details about the customer. I can put in the company name, phone number, and other details that I want to about this customer.
Down at the bottom, I can put in their address. If I click the Copy button, it's going to copy the address into the Ship To section. I'll click Okay and it gets copied over. Now let's head over to the tabs on the left-hand side. Here's where we can see a result of the customer profile that we filled out in the previous video. If I click on the Payment Settings tab, I can enter in an account number for this customer. If I want, I can also set their payment terms.
I can choose their preferred delivery of invoices, and I can set their preferred payment method. I can even include their credit card information. And in a future video, I'll show you how you can secure this so that only certain users of QuickBooks have access to the credit card information section. Let's head over to the Sales Tax area. Here's where we can choose whether or not the customer is taxable or non-taxable. And remember, certain customers, such as non-profit organizations and teachers, can be considered non-taxable. If I choose Additional Info, here's where I can choose the customer type.
Now, if you forgot to enter a customer type before, or if you thought of a new one, it's okay. At any time, you can click Add New when you see it at the top of the list and put in your new item. I'll make this a nursing home customer type. Click the blue Okay button and now, I can use Nursing Home as a customer type if I enter additional nursing homes. We can also add a sales rep and I'll show you how to do that in a future video. When you're all done, click the blue Okay button. Now that it's created, on the details pane, if you click on the customer, I can see all the details on the right.
There's a few more things I want to show you here. This is a nursing home, we have a business name, but there's no actual contacts here. Also, you could have multiple contacts for this nursing home. To add these, click the Contacts tab, directly underneath the customer information. From here, at the bottom of the screen, you can select Manage Contacts and then Add New. Here's where we can enter in a new contact for the nursing home. I can put in a particular phone number for her or an email.
I'll choose the Primary Contact type for Talia and then I'll choose Save and New, because I want to add in one more contact for this place. There's also a secondary contact. Now I can click Save and Close. I can see my two contacts for the nursing home. I can also add a to-do. If I click the To Do tab, I can add a new one by clicking Manage To Dos and selecting Create New. I can choose what the type of to-do is, such as a call, an email, meeting, or a task.
In the case, I'll choose Call. It's with the customer and it's at the nursing home. I can set a reminder for it, but in this case, I'll just put in the details. I'll click Okay and my to-do is created. I can also include a note about this customer. I'll change to the Notes tab, click Manage Notes, and choose Add New. Here's where I can type my note. I'll click Okay and my note is created.
It gets appended to the top right-hand side of the customer information view. At any time, I can go into the Customer Center and toggle through these tabs to view my to-dos, contacts, and any transactions that have to do with that customer. I can also, at any time, add new contacts, to-dos, and notes by clicking the bottom and choosing Add New. When I'm all done, I can click the X to close out of the Customer Center.
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- Explain how to open and close an existing company file.
- List the steps of adding bank accounts and credit cards.
- Set up customer and vendor profiles.
- Create and edit vendors and employees.
- Identify how to invoice customers and receive payments.
- Enter statement charges and assess finance charges.
- Set up payroll items and pay employees.
- Customize invoices and forms.