From the course: QuickBooks Pro 2020 Essential Training

Set up the customer profile - QuickBooks Pro Tutorial

From the course: QuickBooks Pro 2020 Essential Training

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Set up the customer profile

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- [Instructor] We've set up our items, tax, and vehicles. Before we start adding in our customers, let's set up some details that we can use while we're adding those customers. We can access these details, by clicking Lists from the top menu. This time, we're going to hover our mouse over Customer and Vendor Profile Lists. The first item we're going to set up is our Customer Message List. This is a special message that can appear at the bottom of receipts and invoices. There are some default ones that we can use but we can put in our own customer message from the bottom of the screen. I can either click Customer Message, and select New, but again I can also click Control + N on the keyboard. Here's where I can enter my message. I can click next, add more, or OK when I'm done. It gets added to the list. Now, we can add particular customer types. I'll close out of this, go back to lists, Customer and Vendor Profile Lists, and this time I'll choose Customer Type List. There's already some customer types in here, such as, retail customers, but I can add my own. These need to be meaningful, from your business. So I'll hit Control + N on the keyboard and put in all the different types of customers that we sell to. For example, we sell to residential users. And I'll click next, and put in restaurants, who are other customers of ours. I'll click OK, and now our customer type list is complete. I'll close out of this, go back to lists, Customer and Vendor Profile Lists. And this time, we can choose what payment methods we approve for our customers to use. There's a nice list already here in Quickbooks. We can add our own by using Control + N on the keyboard, but we can also get rid of some new ones that we might not accept. For example, if my office doesn't accept American Express cards, I can right-click on that, and choose make payment method inactive. I'm going to make it inactive instead of deleting it out right, because I may accept it one day. In this case, if I ever need it to reappear again, down at the bottom, I'll place a check mark next to include inactive. This is going to give me a list of everything, including those things that I previously marked as inactive. I can then right-click on it, choose make payment method active, and now it's back. I'll close out of this by clicking the X one more time, and there's one more list that we're going to edit. I'll go back in, and this time I'm going to choose Terms List. This is the type of payment options that our customers have. For example, is the payment due on receipt? Or, is it due within 15, 30, or 60 days of invoice? Like all the other times, you could come down and select and create a new term, but if you're happy with everything, you can close the X, and all of our customer options are set up. Now, we can start adding some customers.

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