How to Add/Create New Customer in Quick Books?
How to Add/Create New Customer in Quick Books? Multiple Ways to add Customers in Quick Books Follow the navigation to open the customer form: Go to -> Customers TAB -> Customer Center -> New Customer & Job -> New Customer This window will open, follow the steps given below to create new customer. Click on “New Customer” and fill the all Tabs in the following way to complete creation of customer process. All fields are not mandatory and can be filled at any time later. Fill up the Tabs provided in customer form. Address Info TAB: Add the Customer details and Company details of customer, add “Bill To” and “Ship To” Address, it can be same or different as normally Items are Shipped to Warehouse s and Invoices/Bills are sent to Head Office Additional Info TAB: § In Additional Info Tab add the information as you want to categorize this customer i.e., Customer Type: it can be based on Cities, Product/Service Nature, Gold/silver etc. § Select payment te...