Customers overview

The Customers page lets you manage your customer list and sales transactions on one page. From there, you can do a variety of things like:

• Add customers and edit their information
• Keep track of sales transactions, either by type or customer
• Work with the Customer money bar to see totals and filter the customer list
• Sort customers by name, company, open balance, or overdue balance

To get to the Customers page, click Customers in the navigation bar.

Learn about the Customers page

Tour the Customers page

Use the Customer Money Bar

View all transactions for a customer

Work with the customer index (split view)

Change what you call customers

Manage customers

Add a customer

View a customer record

Change customer information

Set an opening balance for a customer

Add a note to a customer's profile

More about managing customers

Display a customer, employee, or vendor name differently

Which Name fields should you use?

Safely store a customer's credit card number

What if a customer is also a vendor or employee?

What is a sub-customer?

Export customer information

Make a customer inactive (delete)

Sales transactions with customers

Decide how to bill your customers

Bill your customers

Create and save an invoice

Give a customer a sales receipt

Receive payments overview

Receive a payment on an invoice

More about customer sales transactions

Create an estimate

Create an invoice from an estimate

Create a statement for a customer

Create multiple statements

Receive a down payment or prepayment

Pay a customer a credit balance

Give a customer a refund

What are charges, credits, billable time, and billable expenses?

Customer reports

QuickBooks has several reports to help you analyze customer transactions. Two of the most helpful are the A/R Aging Detail and the Customer Balance Detail reports.

To run these reports and view others, click Reports in the navigation bar, and then select All Reports > Manage Accounts Receivable. There are also some interesting customer reports in All Reports > Review Sales.

You might also find it useful to print a customer contact list.