did you know that the last part of the setup is the easiest part all we're going to do
is input and manage client and vendor
data
if you have any questions about this topic you can leave them in the comments section below and
i'll do my best to help you and of course if you feel the video helped you i hope you will
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did you know that the last part of the setup is the easiest part all we're going to do
is input and manage client and vendor
data
this is simple name data that we need to record on our lists before we can start making transactions
we will put the names addresses phone numbers etc of all the clients in our law firm
we will also put into quickbooks online the names addresses and phone numbers of the vendors who
give us the service and products that we need to be able to run the law firm please note anyone
whom you pay is not an employee is a vendor their data must go on the vendors list this means they
are a 1099 worker even associate attorneys who do not work exclusively or consistently
for the law firm should be on the vendors list and receive a 1099 instead of a w-2
so here are the example names of clients that we will put in and here are the example names
of the vendors that we will use to learn about this area of quickbooks online data
please note again however that we will skip all data except for the name you can revisit these
windows and input the other personal identifying data after you finish this video so let's just
read from the screen and put it into the right place now for customers you can click sales
and then under this in the sales window you can click customers now if this is the very first time
that you're opening up the customer list you will see this window and we are not
importing them from excel that's a different video we will click add customer manually
and i'm only going to put the name in the company field and display name as field
i leave the cap locks on
and that's it then i click save
now how can i see this well right now i'm still in that one customer's record
but if i click customers i see this name as one on a future list new customer again company
oh let's make it nice
and it automatically puts it to display name and save okay now we're in this customer's records
this client's records specifically and if we click customers we get it as a list we can go back to
betty's records by clicking here and you see that this is the client whose attention we have
and you can see all you could see all the list of transactions right here when we have them
details about their name address phone number and so on and any late fees that you might charge them
but this information comes from putting it in and if you need to edit this information you can click
edit and you can add the address you could change the phone number or do anything you want right
here from the customers list the most important feature in this window is the notes you can type
in any notes you want that will help you remember specific things about this client and then click
save okay so it'll show over here when you click customers and you choose the specific customer
and you choose customer details and later when we have transactions they will all be listed here
listed in date order by customer let's go back to the customer list
put in a new customer the last one will
be push tab so that it copies it to the display field and then click save now you can see all
of candy's transactions and all the details you put in the little window we opened a moment ago
and you can edit this to change any of their permanent information and then click save
and we'll do the same thing with vendors under expenses you can click vendors and if this is the
first time going to your vendor list we will not import because that's a different video we will
add vendor manually and we will just simply copy over the names staples officemax post office etc
tab it copies it to the display save okay now new vendor office max
you may notice that in this window we also have notes regarding vendors
just like we have notes for customers so you can open up the permanent vendor data and in the notes
field type in anything that helps you remember what you may need to remember about that vendor
and everything else is permanent data that you have at your fingertips just by clicking expenses
vendors and coming over to the vendor tab you can edit any of the vendor information by
double clicking on the name and then of course when that particular vendor is in front of you
you would click edit and you can edit the details and put in the notes so it's very simple now see
if you can put these remaining four on the vendor list yourself after i finish this video and see if
it's just as easy as opening it up and re-entering or editing anything you need congratulations
you're finished with the setup and our next video will be our first law firm transaction
you