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#SETTING UP A QUICKBOOKS PAYMENTS ACCOUNT FOR A CLIENT HOW TO#

In our example, our new customer prefers to pay in check, so we selected “check.” This setting can be changed to another form of payment easily, if needed, when payments are received.

Preferred primary method: The preferred payment method determines the default payment method applied when you receive a payment from the customer, such as check, cash, or credit card.

Attachments: Attach documents to keep on file for this customer, such as signed contracts or a copy of email correspondence.

Notes: Use the Notes tab to store any helpful information about the customer, such as who referred them or their relationship with other customers.

The default setting is to use the same as the billing address.

Shipping address: This is the address that will be used to ship products to your customers.

Billing address: The billing address specifies the address to print on invoices you send to your customers.

You may check the box to use the “Display name as” field or type in a different name.

#SETTING UP A QUICKBOOKS PAYMENTS ACCOUNT FOR A CLIENT HOW TO#

Name to print on checks: You must specify how to print the customer’s name on checks.Contact details: Enter contact information, including email address and phone number.Company: Enter the company name or leave it blank if the customer is an individual.This is how your customer will appear on your customer list in QuickBooks. Customer display name: This field will auto-populate based on the information entered in the customer name field but can be changed if you wish.In our sample scenario above, we added a new customer named John Davis. First and last name: Provide the name of the client or the name of the contact person if the customer is a company.How to Manage Credit Card Sales With a Third-party Credit Card ProcessorĪdding a new customer in QuickBooks Onlineīelow, we discuss some of the important fields and information requested in the customer information screen. How to Manage Credit Card Sales With QuickBooks Payments How to Reconcile Business Credit Card Accounts How to Manage Downloaded Business Credit Card Transactions How to Enter Business Credit Card Transactions Manually Part 5: Managing Business Credit Card Transactions How to Handle Bounced Checks From Customers How to Transfer Funds Between Bank Accounts How to Manage Downloaded Banking Transactions

How to Enter Banking Transactions Manually How to Set Up the Products and Services List How to Set Up Invoices, Sales Receipts & Estimates How to Customize Invoices, Sales Receipts & Estimates