QuickBooks Online For Dummies, 8th Edition

Chapter 4

Customer, Vendor, and Employee Lists

IN THIS CHAPTER

Creating new records

Managing records

Deciding the settings for lists

Getting up and running with importing customers and vendors

Looking at Spreadsheet Sync

In this chapter, I show you how to create customers, vendors, employees, and contractors. The mechanism is the same for each list, so I demonstrate by using the customer list, but most of the techniques you use are exactly the same for the other lists. Chapter 5 is where I discuss creating inventory and service items., while in Chapter 12, I show how Plus and Advanced subscribers can use the Projects feature to monitor certain customer-related transactions.

Adding New Records to a List

You create new customers, vendors, employees, and contractors in pretty much the same fashion. You start by choosing the appropriate section in the left menu bar and then choosing from your list.

• Customers: Sales ⇒   Customers (Sales & Expenses ⇒   Customers)
• Vendors: Expenses ⇒   Vendors ...