Setting Up Customers and Vendors

Last Updated: Oct 24, 2016 06:20PM PDT

Learn how to set up customers and vendors and how the customers and vendors pages work.

Note: If you're looking to import customers or vendors using a spreadsheet, please view the article Importing Contacts.

To set up customers or vendors, go to the Customers or Vendors pages, which can be found under the Setup menu.

Both the Customers and Vendors pages act in the same way, so we'll only show an example of setting up a customer.

To set up a customer, simply fill out the form and click on Add Customer.

There are four fields that you can fill out to make entering income and expenses faster. They are:

  • Terms or Payment
  • Income (or Expense) Account
  • Tax
  • Credit Card Processor

Note: The Tax field is not visible until you choose the Income (or Expense) account.

If you fill out any of those fields, they will be automatically entered when you select the customer (or vendor) when creating an invoice (or entering an expense).

Once you've created transactions involving the customer, you'll see the customer's balance on the right hand sidebar.

You'll also see a list of all the customer's transactions below the customer's details.

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