Step by Step Guide to Using QuickBooks


Setting Up Customer Accounts in QuickBooks

How to Setup a Customer in QuickBooks for Mac

Step 1. Go to the Customer menu at top, and click Customer Center.

Step 2. At bottom left plus sign, click on the drop-down button, and select New Customer

Step 3. Fill in the customer name, address, and other particulars then select Additional Info and Job Info to see if any of those fields are vital for your customer setup.

Step 4. Click Ok.

Customer Setup & Management





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1099 Setup & Printing

Banking Setup & Management

Company Setup & Management

Employee Setup & Management

Customer Setup & Management

Vendor Setup & Management

Payroll Setup & Management

Deposits & Undeposited Funds

Financial Statements & Reports

Reimbursements & Investments

Invoicing & Receivables

Bookkeeping 101


Third-Party Applications

Preferences & Customization

C.O.A Setup & Management