![]() Click "OK" to save and close the Customer window. Official QuickBooks updates and new features, expert tips, and videos Get news, learn about QuickBooks Online, and access the QuickBooks Resource Center and accountant advice. Otherwise, fill in the available fields with relevant job information. If you want to track multiple jobs, leave this section blank. The Billing address field is populated with the customer's address. Get all the power of QuickBooks in a one-time purchase accounting software installed on your office computer EasyACCT Gain a proven solution for write-up, A/P, A/R, payroll, bank reconciliation, asset depreciation, and financial reporting. This option is only available once you are logged into your Melio account during operating hours. Cloud based software that syncs with QuickBooks Online. Complete any fields that are relevant for your customer, including the customer type, sales tax and terms, and assign any applicable discounts to the customer.Ĭlick the "Payment Info" tab and provide any financial information that applies to your customer.Ĭlick the "Job Info" tab. If interested in enabling online payment in QuickBooks Online, you can click the. Start a conversation with one of our experts to get assistance in real-time. Inventory, Order Management, & Manufacturing Software for small to medium sized businesses. At minimum, you should include the customer's contact information.Ĭlick the "Additional Info" tab. Provide additional information about your customer in the "Address Info" tab. You can set the "As Of" field to the date you acquired the customer. ![]() Enter the last name first to sort your list of customers by last name. Select "New Customer & Job" and then click "New Customer."Įnter the name of the customer in the "Customer Name" field. ![]()
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