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Setting up and Adding Customer Profile in QuickBooks Desktop

As Business-owners we sell our products and services to people we call customers and it’s important to add our customers into our accounting system so that we can keep track every business activity….

QuickBooks Desktop | Setting up and Adding Customer Profile
Create a Customer profile in Quickbooks Desktop

Setup Customer Profile in Quickbooks Desktop

Well, as Businessowners we sell our products and services to people we call customers and it’s important to add our customers into our accounting system so that we can keep track every business activity we do with them. So, in this tutorial, we will see how we can setup and add customer profile in QuickBooks desktop.

= Topics discussed in this tutorial

  • 00:07 Setting up Customer Profile in QuickBooks Desktop
  • 00:40 Add customer type in QuickBooks Desktop
  • 01:25 Keep Customer type list concise in QuickBooks desktop
  • 01:40 Add payment terms in QuickBooks desktop
  • 02:18 Add payment method in QuickBooks desktop
  • 02:50 Add default message on the invoice in QuickBooks desktop
  • 03:20 Create a new customer profile in QuickBooks desktop
  • 05:10 Snapshot of added customer’s info in QuickBooks desktop
  • 05:30 Add primary and secondary contacts in QuickBooks desktop
  • 06:00 Create to-do list of a customer in QuickBooks desktop
  • 06:14 Create notes relevant to a customer in QuickBooks desktop

Watch it on Youtube:

QuickBooks Desktop | Setting up and Adding Customer Profile

I hope this tutorial will be helpful for someone out there and Thanks for Watching & Don’t Forget To Like, Share & Subscribe.

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Author: M. Javed

I work as a Virtual Assistant and offer my services to Individuals and SMEs in Areas; - Accounting and Bookkeeping "Primary field" - Customer Services - Admin Support So, as a virtual assistant, I invite you to contact me at your convenience to schedule a discovery call to see how I can be of some help to you.

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