entering new customers
can I enter customer name etc. and come back later with balances
1
11691
dASH2kZtyr3QjyacfA8pyY
2 Replies
12/08/09 9:29pm PST
Hi Milkman1,
You should be able to go to your customer center, click on New Customer/Job and choose New Customer.
In this New Customer window, you can enter as much information that is currently available to you at the time and save. Then once you know the other information, like the opening balance, contact info, etc, you can reopen the customer information and enter it at that time.
I hope this helps! If so, please mark you question as "solved". If not, please ask more questions!
QuickBooks Certified Pro Advisor
Tina A. Gray
TAG Pro Resources, LLC
www.TagProResources.com
Phone/Fax (877) 824-7768
info@tagpros.net
Tina A. Gray
TAG Pro Resources, LLC
www.TagProResources.com
Phone/Fax (877) 824-7768
info@tagpros.net
Michelle Long CPA
Questions asked: 58
Questions answered: 22385
Points earned: 65141
Questions answered: 22385
Points earned: 65141
Advanced Certified ProAdvisor
These ProAdvisors have successfully completed extended training, distinguishing themselves as highly proficient QuickBooks experts.
Certified ProAdvisor
Certified ProAdvisors have successfully completed an extensive and rigorous QuickBooks certification program.
Accountant Community AllStar
Advisory council of Accountant community power users.
Allstar
Advisory council of community power users.
ProAdvisor
Members of the QuickBooks ProAdvisor Program
Intuit Moderator
Mod/Co-mod
Certified ProAdvisor - ES
These ProAdvisors have successfully completed extended training, distinguishing themselves as highly proficient Enterprise Solutions experts
Certified ProAdvisor - POS
These ProAdvisors have successfully completed extended training, distinguishing themselves as highly proficient QuickBooks POS experts
12/08/09 9:32pm PST
Latest post
You can only enter the opening balance when you add a new customer--not later when you edit the customer. But, you should ONLY enter an opening balance if there was a balance when you first set up QuickBooks. Even then, it is preferable to enter invoices for the balance as of the start date.
Author of the books 'Successful QuickBooks Consulting' http://amzn.to/lJqmb8 and
'How to Start a Home-Based Bookkeeping Business' http://amzn.to/jNk9Bg
www.LongforSuccess.com - my blog, resources, webinars & more
'How to Start a Home-Based Bookkeeping Business' http://amzn.to/jNk9Bg
www.LongforSuccess.com - my blog, resources, webinars & more
