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By default, you can view their phone number and balance in the list. Clicking the settings icon will allow you to also view their address, email, customer types, and attachments in the list. Payment methods are assigned to each customer payment, so it is essential that each payment is recognized and accepted.

For example, you can enter ‘Education’ and ‘Corporate’ to describe different job types. When you are finished, click the Done button at the bottom of the screen. At the top of the Recurring Transactions list, you can see buttons for going to the Reminder List and for making a new recurring transaction. The Reminders List button also has a drop-down for generating a report based on the recurring transactions list.

If you want to merge two customers’ records into one, the secret is to rename one customer to the same name as another. Likewise, if you want to merge two jobs’ or vendors’ records into one, you rename one vendor to the same name as another. Create income accounts for broad categories of income, such as services and products. Don’t create separate accounts for each service or product you sell; you can use items to track sales for each service and product instead, as described in Chapter 5. Turn to be a customer, your vendors return the favor and assign an account number to your company.

Chapter 4. Setting Up Customers, Jobs, and Vendors

Set up your QuickBooks vendor accounts quickly and easily with bulk imports. In the Customer or Vendor Center, the record you renamed disappears and any balances it had now belong to the remaining entry, as shown in Figure 4-10, right. If you have hundreds of jobs for the customer, moving them is tedious at best—but move them you must. Delete it, go back to steps 2 and 3 to delete any remaining transactions. You can also view transactions by running the “Transaction List by Customer” report (Reports→Customers & Receivables→Transaction List by Customer).

Inactive customers are not visible in the Customer Contact List report. After that, you need to recreate the name under the proper name type. You can use this option if there are transactions corresponding to that name. Now support QB Online Customer, Vendor, and Employee Contact List reports, so you can use them as a source of data to import into your existing QuickBooks for Windows company. However, if you’ve already used a vendor’s details in a transaction, you can’t delete the vendor from QuickBooks.

Categorizing Customers, Jobs, and Vendors

If you add job types , you can analyze jobs with similar characteristics, no matter which customer hired you to do the work. Filling in the Job Status field lets you see what’s going on by scanning the Customer Center, as shown in Figure 4-6. If you want to see whether you’re going to finish the work on schedule, you can document your estimated and actual dates for the job in the Date fields . You can return to the QuickBooks Setup dialog box at any time to add more records. In the customer list, each customer is listed in alphabetical order.

You’re again going to choose a label for the field, but rather than just selecting that the field is in use, you’ll select which list or lists it’s in use for. You’ll also select a data format, just like with the item custom fields, and you’ll select whether these fields are required when saving lists or transactions as well. With all your vendor information in QuickBooks Online, you’ll save time when entering bills and transactions. Instead of entering details manually, you’ll select a vendor from a drop-down list with many fields already filled.

The Create Invoices window opens to the transaction you double-clicked. Here’s where you can type a detailed description to remind you about the work in case the job’s name doesn’t ring any bells. In one of the 15 Label cells, type a name for the field. I’ll attach this item to the Project Income account. In the Description field, you can write a long description of the item.

If your company is using Tallie for expense report automation, Corporate Credit Card merchants can be exported directly to the QuickBooks Other Names list or Vendor list. Simply use Tallie’s Export Settings to indicate export of Corporate Credit Card merchant names to your preferred list. No matter what you choose, your company can take advantage of Tallie’s award-winning QuickBooks expense report software integration. Other Names List allows you to list Payees such as Staples, and Generic payee for credit card and check entries where you used a debit card, such as Misc Supplies. Pearson may offer opportunities to provide feedback or participate in surveys, including surveys evaluating Pearson products, services or sites.

How to Import Vendors Into QuickBooks

Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. The screen that pops up will ask you to make a name for the method and choose if it’s a credit card or not.

If you’ve estimated when you’ll complete the job, select that date here. To change the values you can choose in the Job Status field, modify the status text in QuickBooks’ preferences (see Jobs & Estimates). Since the Opening Balance field is always visible at the top of the New Customer window (Figure 4-2), you might think you should fill it in. But you’re actually better off skipping it altogether.

Or for employees, you could track whether they make charitable contributions that your company matches. You might want to classify customers so you can send customized communications to each type or determine which types are the most profitable. You may have to verify the information being restored. And, you also need to check the address details of vendors, employees, customers and so on. After that you can try to resolve the data damage on the company file.

On the Payment Settings tab, you can use this field to tell QuickBooks which online payment option to use for this customer. “Follow Company Default” applies the setting that you selected in QuickBooks’ preferences (Payroll & Employees). Choosing “Always ON ” means the customer can pay only through a bank account regardless of your company preference. With “Always ON ,” the customer can pay by bank account or credit card.

If you are a WordPress user with administrative privileges on this site, please enter your email address in the box below and click “Send”. You will then receive an email that helps you regain access. In case if it is grayed out then there are no inactive names. In the Edit window, change the list entry name to the same name as the one you wish to keep .

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You’ll learn about the Job Info tab on Adding More Customer Contacts. The next several sections step you through each tab and the fields each one offers. With this edition, you can choose from more robust settings when you use Custom Fields.

Then you can try to re-enter transaction entries into the file to make it updated. Yeah, it means doing the work from scratch and it is not always an optimal solution but may work perfectly. The backup could be a few days older and the volume of the transactions can be a little overwhelming too to make this option feasible. The missing name list is the error code that will often appear as if a name is missing from the QuickBooks List of Names.

If you already have a list of customers, you can also import them by selecting Import Customers from the drop-down menu next to the New Customer button. You may want to add payment methods, however, such as ACH or a new credit card. In order to add a method, click the New button at the top of the Payment Methods list. This is a straightforward list of the categories you have created to better organize your products and services.

Many of the https://bookkeeping-reviews.com/ in this window should be familiar from creating customers in QuickBooks. For example, the Vendor Name field corresponds to the Customer Name field, which you might remember is actually more of a code than a name. Use the same sort of naming convention for vendors that you use for customers . And, as with customer records, you’re better off leaving the Opening Balance field blank and building your current vendor balance by entering the invoices or bills they send. When you create a customer, you can specify information about one contact on the Address Info tab of the New Customer window . After you finish creating the customer’s record, you can then add more contacts to it.

Now that the four depreciation of assetsed list spreadsheets have been created and saved, it’s time to create a new empty skeleton Desktop company file and import those lists. If you want to make sure users can only select options you’ve entered, uncheck the box at the bottom that allows users to enter their own text. Otherwise, while an option can be selected from the list, custom text can be manually typed in as well.