and now we will learn how to add and edit customers and vendors to your QuickBooks
Online phone app how do you do it well it's very easy you tap on the main menu you tap where it
says customers you tap a plus sign to tell the application you're adding something then the
cursor which is the flashing line where the letters come out as you type will be in the
name field just tap on each field you need to put data into and when you're finished you tap
Done now you might have done this before or seen this before and I'm going to demonstrate this in
a moment but please note the QuickBooks Online app may ask you for permission to access your
contact list if you frequently make your contacts become your customers then this is a helpful
feature for example let's add the customer named Debbie Reynolds she lives in 1 2 3 Sesame Street
New York New York 1 2 1 1 2 3 4 so it's very easy let's see how to so now let's add Debbie Reynolds
as a customer we will tap to the main menu and we will scroll down now it's better if you hit
the plus sign so that QuickBooks knows you're adding a customer then you go right to the new
customer field and notice the flashing cursor is right there in the customer name field so we
type if we can be or if it'll work it won't work yeah nothing ever works d-ii bee bee I
space rare nodes okay now to tell QuickBooks you're finished with one field and you want to
move to another you can just push up to scroll down to get the more fields and let's find there
are address field okay I think we know we didn't scroll enough and keep scrolling all right billing
address here we go billing address just tap right there okay and the address one two three Sesame
Street okay so we do this one two three oops got to go back see it's difficult for me to do this
but just tap on the number usually that works two three I'm just going to put SS but you can
type in the whole Sesame Street because things are difficult for me to type and then I'm going
to click done okay now I know Debbie Reynolds is on the list so if I go to the customer bar and I
hit the back arrow now when I hit the main menu and choose customers I should see our new friend
Debbie Reynolds okay and here she is right there in the middle of the customer list now
to prove it's just as easy to edit a customer's information let's go ahead and go back and add
Debbie Reynolds phone number and it's just as easy to edit an existing customer tap the three bars of
the main menu scroll down til you get customers tap on the word customer and now just tap on the
customer you wish to edit okay now you have four information and the pencil tool always indicates
editing so we tap that and we're happy with the name we just want to add the phone number and if
there was a phone number there we could change it just tap in the field next to the label of
the field and type in the phone number six six one three five four three three five four very
good now all you have to do is tap done and you have saved the change to the customer okay and
when you go back Debbie Reynolds is still on your customer list and she now has the correct
phone number you can rest assured that inputting and editing vendors is exactly the same thing
as inputting and editing customers and when you go to make a transaction with a customer Debbie
Reynolds will be a name that's available from the pull-down customer list and any vendor you
add will be available in the pulldown list when making a transaction with that vendor