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QuickBooks 2013 For Dummies by Stephen L. Nelson, MBA, CPA

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Customers Are Your Business

Here’s how you add customers to your Customer list:

1. Choose CustomersCustomer Center.

The Customer Center window appears.

2. Click the New Customer & Job button and then click New Customer.

QuickBooks displays the Address Info tab of the New Customer window, as shown in Figure 3-8. Use this window to describe the customer in as much detail as possible.

tip.eps If you click the New Customer button and choose the Add Multiple Customers: Jobs command, QuickBooks displays a worksheet you can use to describe multiple customers at a time.

3. Type the customer’s name.

Enter the name of the customer as you want it to appear in the Customer list. Note that this is the name that you use to refer to the customer within QuickBooks, so you can abbreviate or shorten the name if you want. If IBM Corporation is your customer, for example, you might enter only “IBM” into the Customer Name text box.

Figure 3-8: The New Customer window.

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4. Specify the total of the customer’s unpaid invoices by using the Opening Balance text box.

Move the cursor to the Opening Balance text box and type the total amount owed by the customer on the conversion date.

tip.eps QuickBooks suggests ...

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