Setting Up a Customer List in QuickBooks In QuickBooks, a Customer List 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 Lists – Customer Job List command. QuickBooks displays the Customer:Job List window. The Customer:Job button, besides letting you create new customers, provides a menu of commands for editing customer information, deleting customers, printing a customer list, and so forth. To add a new customer, click the Customer:Job button and then choose the New command. QuickBooks displays the New Customer window. 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.
QuickBooks Mac will automatically match some of the transactions, but you will have to manually categorize the rest. Here is a detailed, step-by-step bank reconciliation guide for extra help. Job Costing: I was very pleased to see a full job costing feature in QuickBooks Mac, especially since this feature doesn’t exist in QuickBooks Online. Adding a Job to a Customer in QuickBooks Mac. How to Add a Customer Job in QuickBooks Windows (Pro, Premier, Enterprise) How to Add a Customer Job in QuickBooks Online; Step 1. Go to Customers at top menu bar, and select Customer Center. Right click on the customer you would like to add a job for, and select Add Job.
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. Ignore the Opening Balance and As Of boxes. You 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 are 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. Fill in the boxes of the Address Info tab. Supply the company name, including contact information, billing and shipping addresses, contact name, contact phone number, fax number, and so on. 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. You can use the.
Type drop-down list box to categorize a customer as fitting into a particular “customer type”. Terms drop-down list box to identify the customer’s default payment terms. Rep drop-down list box to identify the customer’s default sales rep. 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.
Click the Payment Info tab. A set of boxes appears, where you can record the customer’s account number, his or her credit limit, and the preferred payment method. (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.
IMPORTANT. The outcome of these troubleshooting steps is IRREVERSIBLE. Of your file before following the steps discussed in this article.
If the backup fails due to data damage, you can either turn off verification ( File Back Up Company Create Local Backup Local Backup Options No verification) or create a copy/paste version of your file. DO NOT run rebuild utility because it will damage the file more. NEVER attempt to follow the steps in this article unless you are able to secure a good backup that you can. Use Advanced Import to Override Credit Card Information for all Customers. IMPORTANT: The steps described in this section will override ALL existing credit card information including undamaged credit card information of your customers. Customize a report. From the Reports menu, select List and click Customer Contact List.
Click Customize Report. Click the Filters tab. Click to select Active Status: Active and click Remove Selected Filter. Click OK to view the report.
Export the customized report. Click the Excel button and select Create New Worksheet. Select Create new worksheet: in new workbook and click Export. Modify the report in excel. On the exported Customer List report, delete all columns except Customer.
Add the following columns and their corresponding contents. Credit Card No.: 16 digit dummy credit card number (e.g. Credit Card Expiration Month: Standard month in number form (e.g. '08' for August ). Credit Card Expiration Year: Standard 4-digit year (e.g.
Save the spreadsheet as.xls, xlsx or csv file. Import the modified Customer List Report. From the File menu, click Utilities, Import and Excel Files. Note: Click No on the Add/Edit Multiple List Entries window. Click Advanced Import. Fill out the information on the Set up Import tab. Set up the mapping.
Include Job or Customer Name, Credit Card No., Credit Card Expiration Month and Credit Card Expiration Year. Click Save. Click Import and select Replace existing data with import data ignoring blank fields. Click Apply to all. Use Advanced Import to Override Damaged Credit Card Information Only. Create a QBWin.log file. From the File menu, select Utilities and click Verify Data.
Reminder: Do not run the rebuild data utility. Close the message saying that your company file is damaged. Press F2 and F3 to open the Tech Help window. Click the Open File tab. Select QBWin.log and click Open File.
Save the QBWin.log on your Desktop. Modify the QBWin.log file in Excel. From the File menu of your Excel, click Open.
In the Browse window, select All File Types. Select the QBWin.log file saved on your Desktop and click Open. Split text into different columns. Note: If the Text Import Wizard does not appear after opening the QBWin.log file in Excel, click the Data tab and click Text to Columns to open the Convert Text to Columns Wizard. Click Next on Step 1. On Step 2, uncheck all boxes for Delimiters. Click to select the Other: delimiter and type in an apostrophe ( ').
Click Next and Finish. Look for the column that contains the customer's name. If there is an apostrophe in the customer's name, their full name will be split into two columns. Click the column header that contains the second half of the customer's name to highlight the entire column.
From the Home tab of your excel, select Sort & Filter and click Filter. On your spreadsheet, expand the checklist of your filter and uncheck the box for (Blanks). Insert a blank column on the right side of the two name columns. Click the first row of the new column.
In the formula field, enter the first name's column letter followed by an ampersand, an apostrophe in quotations and the second name's column letter (e.g. This will join any customer name with an apostrophe. Click and drag the bottom right corner of the new column until all rows with names have a corresponding content under the new column. Right-click the header of the new column and select Copy. Create a new spreadsheet.
Right-click a cell and select Paste Special. Select Values and click OK. Name this column Customer Name. Add additional columns for Credit Card No., Credit Card Expiration Month and Credit Card Expiration Year and enter the following information.
Credit Card No.: 16 digit dummy credit card number (e.g. Credit Card Expiration Month: Standard month in number form (e.g. '08' for August ).
Credit Card Expiration Year: Standard 4-digit year (e.g. Save the spreadsheet as.xls,.xlsx or.csv. Import the spreadsheet to QuickBooks. From the File menu, click Utilities Import Excel Files. Note: Click No on the Add/Edit Multiple List Entries window. Choose Advanced Import.
Fill out the information on the Set Up Import tab. Set up the mapping. Include Job or Customer Name, Credit Card No., Credit Card Expiration Month and Credit Card Expiration Year. Click Save. Click Import and select Replace existing data with import data ignoring blank fields.
Click Apply to all.