How Do I Input Customers and Vendors Info in QuickBooks

QuickBooks requires the customer and vendor details to track and organize income and payment information for your company. Customer info is needed to generate invoices and estimates, and vendor information is necessary to track the expenses. Fortunately, QuickBooks offers a form to input information for both suppliers and customers, and every form has various fields so that you can save the detailed info in the company file. You can add clients in the QuickBooks Customer Center and vendors in the Vendors Center.

Note: – If you get any challenges in entering the customers and vendors information in the QuickBooks, you can call QuickBooks Online Customer Service number and talk to the expertise to solve the problems in no time

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Steps to Enter Customers in QuickBooks

Step 1 – Click the ‘Customers’ icon under the ‘My Shortcuts’ section in the navigation menu or click the ‘Customers’ icon and then the ‘Customer Center’ button in the menu bar. Now, you can see the Customer Center window.

Step 2 – Click the ‘New Customer & Job’ option and then the ‘New Customer’ button to launch the New Customer screen.

Step 3 – Input the name of your client in the ‘Customer Name’ box and then input the opening balance in the field labeled as the ‘Opening Balance.’ This is the amount that the client obliges you from invoices before entering the information of the customer in QuickBooks. You should never involve new payments in the Opening Balance section. You can make a bill for new charges in QuickBooks.

Step 4 – Complete the remaining info for the customer can then click on the ‘OK’ button.

 

Steps to Enter Vendors in QuickBooks

Step 1 – Click the ‘Vendors’ icon in the navigation menu or click the ‘Vendors’ icon and then the ‘Vendor Center’ button in the menu bar. Now, you can see the Vendor Center window.

Step 2 – Click on the ‘New Vendor’ drop-down list and choose the ‘New Vendor’ option.

Step 3 – Input the name of the vendor in the field labeled as the ‘Vendor Name’ and then type the seller’s opening balance in the ‘Opening Balance’ field.

Step 4 – Complete the remaining information of the supplier in the form and click the ‘OK’ button to apply changes.

These steps are helpful if you’re using the QuickBooks 2013 version. This information may be slightly different with other QuickBooks products and versions. However, if you’re using Other QuickBooks version and getting problems in entering the vendor and customer information, you can instantly call on the QuickBooks online customer service number. Experts will provide the step-by-step instructions to get the information in a professional manner.

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