Creating and Editing Customers in QuickBooks Pro

 

In every business, customers come and go. For instances like this, you would need a device where you could easily access the name of your customer and the activities or details about that customer. Taking care of your customers would be the lifeblood of your business.

You need to nurture their existence and in doing so you would eventually, create a good customer experience with them. You could possibly do this by creating an account for them. Second time customers would feel their importance because you already have them on your list and it facilitates doing business with you. Making them want to come back because of a happy business experience. Because of this, you can build relationships with them, and in so doing optimizes your marketing efforts and increase your revenue.

In creating customer detail, all you needed to do is go to customer tab on your control panel [this will vary on what software version you have]. Once there, click on Add customer. You may enter pertinent details about the customer like, his First and last name, email address, company name and telephone number. You may specify an alternate phone number if you want, to facilitate contact. After doing this, remember to Save your information.

In case you need to edit or change something on your customer information, you may open the file, go to Customer, then View. You may click on the name of the customer you want to edit or make changes to. After making all the changes you want, click on the Save and then Exit. You also can do updates every time on your customer’s information.

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