and now it's time to put customers on the customer list in our QuickBooks file putting in customers
is exactly the same as putting in vendors you have already learned how to put in vendors in
previous videos that you studied it might be a good idea to pause this video and go and review
video number four from level one kindergarten QuickBooks when we put in customers we will
use the customer center that window is exactly the same as the vendor Center so if you have it
fresh in your memory how to use the vendor Center using the customer center should be no problem the
only difference with this video is that we will add multiple customers together now before we
demonstrate how to do this let's remind ourselves how to open the customer center from the main menu
click customer customer center notice the customer center looks just like the vendor Center after we
put in the customers their names will appear on the list in the panel on the left and when we
click on those names the cost the customer who is selected will have their information shown here if
we wanted to add customers one at a time we would do the same thing that we did when we put in for
vendors we would click new from the top left click new customer and we would get the new customer
window we would put in their name and address and of course we know that each of the different tabs
in the new customer window has additional fields of information to put in for that customer this
should look very familiar to you because this is exactly what we did in a previous video when
we put in the vendors from the top left of the customer center click new customer and job this
time in the pulldown menu choose add multiple customer jobs notice a spreadsheet opens up that
looks similar to an Excel spreadsheet it also has columns with labels on top and it also has
rows going across now normally we could just copy the information from Excel and paste it directly
into this spreadsheet directly into this grid that QuickBooks provides the only problem is the
labels are not lined up the same in the QuickBooks file as they are here in the Excel spreadsheet so
before we can copy and paste all we have to do is change the columns to match the columns in
excel once the column headings match then we can copy and paste on the top right of this add edit
multiple list window click customize columns you may notice that there are two columns side by side
here in this customized columns window the chosen columns are the columns that are already here name
and company name which are the top two correspond with the leftmost two columns here mr. and mrs. is
the third one first name is the fourth one and so on if we close this and scroll slowly to the
right you can see that there are many columns with many fields of information already chosen in this
window we need to remove everything except bill to number one and bill to number two that's because
in our Excel spreadsheet the only fields we have for our customer information our name company name
bill to number one and bill to number two bill to number one and two our way over to the right
and if we scroll back we can see there are many fields between those two and the first two fields
that we need a name and company name so how do we manage this click customize columns and in the
chosen columns we're simply going to remove all of the columns that we don't need click on the
third one down mr. and mrs. click remove first name remove now keep clicking remove until you
get to build 21 and bill to to do not remove this one do not remove this one click on bill to number
three and click remove remove remove now the only remaining columns here after we click OK these
four remaining columns are the same as the four columns here now we are able to copy and paste
simply select all the data click copy from the Excel ribbon go back to QuickBooks click in the
top right right click paste now all the fields of information from our Excel spreadsheet are
exactly the same as what's in the corresponding field in the QuickBooks file when we click save
the changes and then click OK we then close and we notice these three customers have been added
to the customer center notice when we click on a customer name their address comes up and later
when the customer is selected you will see all the transactions for that customer if you want to
be sure the data went into the customer record properly you could double-click a particular
customer and go to the Edit customer window and take a look at how the information was put in