QuickBooks Pro Online Beginner (2023): Adding Customers, Vendors, & Employees

Name: QuickBooks Pro Online Beginner (2023): Adding Customers, Vendors, & Employees
Author: Takeisha Strong

Learn how to add customers, vendors, and employees to a company’s QBO file

Preview the first lesson free — get full access to all 3 lessons.

Course: On-Demand

Hello, my name is Tequisha Strong. In these lessons, you will learn how to add customers, vendors, and employees to your UBO file. We'll be using our sample company, Craig's Design and Landscaping Services for the lessons. Let's get started, no matter who your company serves, each business has a customer base. They can be referred to as clients, customers, nonprofit donors, business partners, or whatever name suits your company best. Ultimately, QVL defines customers as the individuals or businesses your company provides its products and services to, or in the case of nonprofits, those that provide funds to your organization. Let's take a look at get paid and paid from the left panel menu. Let's select customers to get started with creating a new customer. In the Customers tab, you'll see we first have a dashboard that lists any open estimates, any un-build activity, any unpaid activity, open invoices, and paid invoices over a certain time frame. At the top right is where you'll add new customers. If you'd like to differentiate between the types of customers you have, for example, all nonprofit businesses, or if you're selling subscription levels and you want to separate your customers between members and non-members, you can create new customer types using this tab. Let's go back to the customer screen. Under new customer, we have a drop down to import customers or to create a new customer from scratch. There are several different sections of the new customer screen. You have the name and contact information, where the address book icon will match this section. You have addresses, notes and attachments, payment terms, and any additional info. Let's create new customer. The company name will be their company. You can choose to display the customer's name by first and last name, by company name, or by last name, then first name. You can add their email address, phone number, mobile number, and note the name that should be printed on any checks. If by chance this customer is a sub-customer or subsidiary of another parent company, you can note so using this checkbox. Next, you'll add the address details for your new customer. If the shipping and billing addresses are the same, you'll toggle that feature here. If you have any notes that you'd like to have attached to the customer's file, you can add that information here, along with adding an actual file. Next, you can note the primary payment method that the customer will use to address your invoices. You can note the type of payment accepted, the primary terms of payment related to this customer. If you do not select the terms, QuickBooks will use your company default. Sales, form, delivery options, you can choose to print the invoice, send it later, or use the company default. And you can also select your language. If you've created a custom customer type, you would be able to select that here from the dropdown menu to assign your customer to that type. If your company selects and assigns sales taxes, or if this company is exempt from sales tax, you can note that using this option here, along with the topple box. If not, you can note the default tax code specific to this customer or use your company's default. For companies that are migrating their existing accounting system, even if it's just an Excel to QBO and the customer that you've created in QBO already has an outstanding balance with you, you can note that opening balance here in the screen and note the date of the last transaction that relates to that balance. Hit Save to save the customer to your QBO file. You'll see now that you have a new customer here, label their company. If you'd added any notes that would be listed here, any existing or past transactions will come to this tab, you can see the customer details. If the customer has been assessed any late fees, you can edit the customer or make them inactive. And directly from the customer's screen, you can start any type of transaction specific to this customer. In the next lesson, we will learn how to add new vendors to your QBO file. Thanks for watching.

Beginner Provider : Takeisha Strong 3 Lessons · 15m in English

Course Description

Every company has a customer or client base, suppliers of services and products, and individuals to produce the services or products. Accounting software, such as QuickBooks Online (QBO), is designed to adequately differentiate between the three. Adding customers, vendors, and employees to an accounting file allows the user to run reports, create analyses, and maximize efficiency. Users may also embed internal controls within the software to identify duplicate entries and rectify them as needed. But how can users who are still new to QBO take advantage of these features?

In this module, the user will learn the differences between vendors, customers, and employees; the user will also learn how to add each to their company file, including independent contractors as vendors. The user will also be able to identify duplicates and determine when duplicates are valid and should remain in their company’s file, as well as how to merge them when needed.

What You'll Learn

Identify the differences between vendors, customers, and employees in QuickBooks Online
Add customers, vendors, and employees to your company file
Add independent contractors as vendors
Identify duplicate entries and determine when duplicates are valid
Merge duplicate vendors when needed
Build your company's QBO file to run reports and create analyses

Key Takeaways

QuickBooks Online is designed to differentiate between customers, vendors, and employees.
Adding customers, vendors, and employees to an accounting file lets the user run reports, create analyses, and maximize efficiency.
Users can embed internal controls within the software to identify duplicate entries and rectify them as needed.
Independent contractors are added to the company file as vendors.
Some duplicate vendors may be valid and should remain in the file, while others can be merged when needed.

Frequently Asked Questions

Who is this course for?

It is designed for users who are still new to QuickBooks Online (QBO) and want to learn how to add customers, vendors, and employees to their company file.

What does this course cover?

It covers the differences between vendors, customers, and employees; how to add each to a company file, including independent contractors as vendors; and how to identify duplicates, determine when they are valid, and merge them when needed.

What lessons are included?

The course includes lessons on adding customers, adding vendors, and merging duplicate vendors.

What skills will I gain?

Skills covered include QuickBooks (Accounting Software), online payroll and personnel systems, small business software, and QuickBooks certification topics.

Why would duplicate vendors be valid?

The course explains how to identify duplicates and determine when duplicates are valid and should remain in the company's file, as well as how to merge them when needed.