QuickBooks 2016: The Customer Message List, Payment Method List, and Shop Via List

By Stephen L. Nelson

If you plan on managing your affairs with QuickBooks 2016, there are many lists at your disposal. A few that you may want to check out include: the Customer Message list, the Payment Method list, and the Shop Via list. To see any of these lists, simply choose the list from the Lists menu or choose Lists → Customer & Vendor Profile Lists and choose the list from the submenu that QuickBooks displays.

The Customer Message list

This list is another minor player in the QuickBooks drama. You can stick messages at the bottom of invoices if you first type the message in the Customer Message list. QuickBooks provides a handful of boilerplate messages: thank you, happy holidays, mean people suck, and so on. You can add more messages by choosing Lists → Customer & Vendor Profile Lists → Customer Message List.

When QuickBooks displays the Customer Message List window, click its Customer Message button and choose New. Then use the New Customer Message window that QuickBooks displays to create a new message.

The Payment Method list

Now this will be a big surprise. QuickBooks provides descriptions for the usual payment methods. But, of course, you can add to these by choosing Lists → Customer & Vendor Profile Lists → Payment Method. When you choose this command, QuickBooks displays the lost city of Atlantis. Okay, not really.

QuickBooks actually displays the Payment Method window. To add more methods — such as bitcoin — click the Payment Method button, select New from the drop-down list, and then fill in the window that QuickBooks displays.

The Ship Via list

QuickBooks provides descriptions for the usual shipping methods. These descriptions are probably entirely adequate. If you need to add more, however, you can do so by choosing Lists → Customer & Vendor Profile Lists → Ship Via.

When you choose this command, QuickBooks displays the Ship Via List window, which lists all the shipping methods that you or QuickBooks said are available. To add more methods, click the Shipping Method button, select New from the drop-down list, and then fill in the window that QuickBooks displays. Friends, it doesn’t get much easier than this.