Quickbooks, Bookkeeping and Accounting Blog

New customers can be added to QuickBooks at any time. When you add a new customer to QuickBooks you have the option to add information about the customer (contact info, payment terms,etc.) but you are not required to do so.

There are a couple of ways to get to the New Customer window in QuickBooks. First, you can do so by selecting “Add New” when creating an invoice or sales receipt.

Second, you can do so by opening up the QuickBooks Customer Center by clicking on the Customer Center icon.

Then click on New Customer & Job and select New Customer.

The first thing you need to fill out in the New Customer window is the Customer Name. Unless you just created your QuickBooks company file, you will most likely leave the Opening Balance blank. If you did just create a new QuickBooks company file and the customer owes you money, then enter the amount owed. Then fill out the address and contact info for the new customer.

The next three tabs, Additional Info, Payment Info and Job Infoallow you to add more information about each customer. For example, you can enter payment terms, credit card information, information about each customer job and more. If for no other reason, it is worth looking through the options just to give you an idea of the kinds of customer information QuickBooks can help you keep track of.

When you have finished entering information, click Next to add another customer or OK to finish.

Finally, it is easy to edit customers in QuickBooks. Therefore, don’t worry about adding all the information if you don’t have it in front of you. Also, don’t enter more information than you need. For example, if you never send out invoices or statements and you store your customers address information elsewhere, then there is no reason to spend time entering their addresses into QuickBooks.