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How to Set Up a Customer List in QuickBooks 2013

A Customer list in QuickBooks 2013 keeps track of all your customers and your customer information. For example, the Customer list keeps track of billing addresses and shipping addresses for customers.

Follow these steps to add a customer to the Customer list:

1

Choose the Customers→Customer Center command.

QuickBooks displays the Customer Center window.

2

To add a new customer, click the New Customer & Job button and then choose the New Customer command.

QuickBooks displays the New Customer window.

3

Use the Customer Name box to give the customer a short name.

You don’t need to enter the customer’s full name into the Customer Name box. That information can go into the Company Name box, shown on the Address Info tab. You just want some abbreviated version of the customer name that you can use to refer to the customer within the QuickBooks accounting system.

4

(Optional) If you bill your customer in a currency different from your usual home currency, select that currency from the Currency drop-down list box.

If you told QuickBooks that you work in multiple currencies — you would have done this during the EasyStep Interview setup process — QuickBooks wants you to identify when you invoice a customer and collect payments from a customer in a currency different from your home currency.

5

(Usual rule) Ignore the Opening Balance and As Of boxes.

You typically don’t want to set the customer’s opening balance by using the Opening Balance and As Of boxes. That’s not the right way to set your new customer accounts receivable balance. If you do this, you’re essentially setting up the debit part of an entry without the corresponding credit part. Later, you’ll have to go in and enter crazy, wacky journal entries in order to fix your incomplete bookkeeping.

6

Use the boxes of the Address Info tab to supply information.

Enter the company name, including contact information, billing and shipping addresses, contact name, contact phone number, fax number, and so on.

7

Supply a bit of additional information about the customer.

If you click the Additional Info tab, QuickBooks displays several other boxes that you can use to collect and store customer information. For example, you can use the Type drop-down list to categorize a customer as fitting into a particular customer type.

Use the Terms drop-down list to identify the customer’s default payment terms. Use the Rep drop-down list to identify the customer’s default sales rep. Finally, use the Preferred Send Method to select the default method for transmitting the customer’s invoices and credit memos.

You can also record a resale number, specify a default price level, and even click the Define Fields button to specify additional fields that you want to collect and report for the customer.

8

Click the Payment Info tab to display a set of boxes.

You can record the customer’s account number, his or her credit limit, and the preferred payment method.

9

(Optional) Click the Job Info tab to describe the customer job.

The Job Info tab lets you describe information associated with a particular job being performed for a customer. You use the Job Info tab if you not only set up a customer, but also set up a job for that customer.

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