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Customer and Vendor Profile lists

You can use the Customer & Vendor Profile lists to set up categories you can use to group information within QuickBooks. For example, when you create a Job, you can give it a Job Type then use the Job Type in reports to see what category of jobs are the most profitable. These lists also contain lists for the payment terms you use for your customers, customer messages, and payment methods.

Find out how lists work

You can set up:

Tip: Control-click a name on the list to choose common tasks from a shortcut menu. More tips

To open a list:

  1. Choose Lists > Customer & Vendor Profile and then the name of the list you want to open.