Nowadays, we know that your business grows and same time it is also important to stay organized and keep track of your customers. Today we will learn how to add and manage customers in QuickBooks Online with the help of QuickBooks Desktop Payroll Support Number.
You can add a customer in QuickBooks Online.
- First, navigate to Sales menu.
- Next click & select the Customers tab.
- Click & select New Customer.
- Now type your customer’s info.
- Click & select Save.
You can add a sub-customer in QuickBooks Online.
- First, navigate to the Sales menu.
- Next click & select the Customers tab.
- Then click & select New Customer.
- Now you need to select the Is sub-customer checkbox.
- Type the sub-customer’s info.
- You can select the parent account In the Enter Parent customer ▼dropdown, then click & select Save.
You can delete a customer in QuickBooks Online.
- First, navigate to the Sales menu.
- Click & select the Customers tab.
- Then click& select the customer’s name to open their profile.
- You can select Edit.
- Users can select Make inactive and Yes to confirm.
In case, if you are able to see transactions for an inactive customer, it will say “Name (deleted).”
You can merge duplicate customers in QuickBooks Online.
- First, navigate to the Sales menu.
- Next click & select the Customers tab.
- Click & select and open the customer profile you don’t want to keep.
- Click & select Edit.
- You can type the name of the customer profile you want to keep. The names need to match exactly.
- Now Save it.
- In case, you want to merge the two profiles, then click & select yes.
Conclusion :
We are hoping that the article will be a help to you to know how to add and manage customers in QuickBooks Online with the help of QuickBooks Desktop Payroll Support Number, nevertheless, you can dial our QuickBooks customer care number and take help of our innovative specialists who will be happy to assist you. You can even write to us at support@quickbooksupport.net. And you can even Visit-www.quickbooksupport.net for more information. Stay in touch with our executives 24 * 7 to guide you.