Creating and Editing Customers in Quickbooks Pro

Overview

QuickBooks optioned its regular to create and edit customers with the heaps of easy tools. It includes all details of customers such as name, address, time, email address, contact details, etc. QuickBooks software keeps all data confidential with an advanced security system. It provides its customers and users with the auto-download facility and provides shortcuts for fast editing with customer details.

Steps To Create/Edit Customers

• First, open your QuickBooks account, then enter your customers from the ‘customer’ option. Edit details including Name, Email, contact number, and other information.
• Now QuickBooks also provides users with the option to add customer spreadsheets into QuickBooks. Then format your spreadsheet in column titles.
• Once completed, you need to click on browse and open the spreadsheet.
• Now choose the excel column and map your spreadsheet data in the fields of QuickBooks.
• Then preview all your data and make changes if needed, click ‘import’.
• After that click on the “New customers” option to enter a new customer manually.
• Go through customers’ information/details.
• Now close the edit window, after finished editing a customer with all changes in customer fields regarding name, address, contact information, and email address.

Advantages Of Creating And Editing Customers

• It keeps track of the customer who owed money and paid you.
• It saves you time and provides a secure transaction without any errors or mistakes while creating customers.

So, creating a customer with QuickBooks provides you with saving and easy tools and some simple methods. Users are also provided with expert help in order to sort-out out problems.