How do I enter a customer DVA name into QuickBooks? This is not a new question for QuickBooks Experts. QuickBooks is top notch Accounting and Bookkeeping application. As we are entering into moderns technology. Same way dashboard and interfacing are improving day by day. We will also help you to learn how to merge customers in QuickBooks. We are helping the small business owners who are looking for bookkeepers near me.
Why We Need to Add Customers in QuickBooks?
When we are selling to customers. We must need to keep record or our all customers and vendors. Because in future we need their reports. We can check how much we have sell to each one. Few customers purchase on credit and few are cash. We can check the detail of each customer to know the status of their payment. Now we are going to start learning how do i enter a customer DVA name into QuickBooks.
If you are new to QuickBooks Online or QuickBooks Desktop or QuickBooks online Advance. You would like to enter a customer name or vendor name into the application. There is simple way to learn this. Just search in Google or any other search engine How do I Enter a Customer DVA Name Into QuickBooks? There are different steps to add or merge customers into the application. Because its vary application nature like desktop, online or subscription level.
How do I Enter a Customer DVA Name Into QuickBooks Desktop?
Now you have to check which version of QuickBooks you have. I have two version QuickBooks Enterprise 2018 and QuickBooks Enterprise 2021. I am going to show you QuickBooks Enterprise 2018. QuickBooks Developer team build a special tab for customers. Here are few steps adding customers into QuickBooks Desktop.
- QuickBooks Home Screen
- Customer Center
There is short cut key we can use to go directly on customer center CTRL+J
When you are on customer Center, You will see the option to add new customer. When you will click on new customers. You will see the following screen with more and detail information required to add the new customers.
When you are adding the customer. We have to provide some information about customer and Here is list of all.
- Address Info
- Payment Settings
- Sale Tax Setting
- Additional Info
- Job Info
Now we will check each, one by one.
In this Screen shot, you can see all basic detail about the customer like Name, opening Balance, Opening Balance Date, Person Name, Address, E-mail, Phone and more. Other thing, if you are editing the existing customer name, You can inactive the the customer also. You can activate again when you need.
We are in the 2nd option of setting up the customers. Second option is setting up payment detail. We have to provide payment detail, Here we can set up credit limit for our customers. We can set up payment terms. We can set up preferred payment methods. The most important thing is credit card information that is most critical. Some time we have recuring invoices to the customers and we don’t have to ask again and again the credit card information to charge by POS. So some clients provide credit card details so that we can keep charging according to their instructions.
Sale Tax Setting:
The 3rd option we are going to take the review is Sale tax setting. We have to provide sale tax detail according to country or state we are working for.
We can add additional information for the customers like how you got that customer. Have you got by advertising, referral. We are also able to share the information this customer is wholesale or retail.
How to Merge Customers in QuickBooks?
Before you started working on Client books and you see that there are multiple times one customer added. Now QuickBooks Online and QuickBooks desktop solve the this issue. Now we are able to merge customers in QuickBooks.
Here is few steps of merging the customers in QuickBooks Desktop
QuickBooks Desktop for Windows
- Go to Lists > then select the list that has the entries you want to merge.
- Copy the name of the entry you want to keep.
- Right-click the entry you don’t want to use, then select Edit.
- Paste the name you copied, then select Save & Close.
- Select Yes to merge the entries.