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Customer Center

The Customer Center is where you find information about all of your customers and jobs and their associated transactions in one place. In QuickBooks, a customer is anyone who pays you for goods or services. A job is a specific project or scope of work that you want to track.

video Watch a video on the Customer Center.

Here you can quickly find customer contact information, what your customers bought in the past, what invoices they've paid, the balance they owe, notes you want to keep about them, and more. You can also quickly access transactions such as sales receipts, received payments, and statement charges.

In the default view of your Customer Center, the Customer:Jobs list is on the left side of the Center, and the detailed information and transactions list for the selected customer or job are on the right. Use the views and icons at the bottom of the Customer Center to manage your customers and job information.

Note: You can click Expand to expand the Customer:Jobs list to the full Customer Center.

Tip: Control-click a customer or job name to choose common tasks from a shortcut menu. More tips

To open the Customer Center:

  1. Choose Customer > Customer Center.

Select a customer or job name on the left side of the center to view information about the customer and associated jobs. As you click on a customer or job name, the right side of the Customer Center displays the information associated with your selection.

You can perform many tasks within the Customer Center:

  • Add a customer or job. Click the + menu at the bottom of the center and choose Add Customer or Add Job.
  • Add a customer group. Click the + menu at the bottom left of the center and choose New Group.
  • Import your existing contacts. Click the + menu at the bottom of the customer list and click Import Multiple.
  • Create a transaction. Click the + menu at the bottom of the transactions area to create estimates, invoices, sales receipts, payments, and credit memos.
  • Search for a customer. Use the search field above the customer list to find the customer name you need.
  • Open accounts receivable. Select a customer name and click Open Accounts Receivable for that customer.
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  • Edit a customer or job. Select the name of the customer or job and, click Edit Customer or Edit Job in the top right corner of the center.
  • Edit a customer group. Select the customer group in the top left of the center, then click Edit Group in the top right corner of the center.
  • Add customer's credit or debit cards.Edit customers to add their credit or debit card. Then when you need to process a card payment, you can select the card from a dropdown list.
  • Keep notes about a customer or job. Select a customer or job and then click Add Note or Edit Note in the top right corner of the center.
  • Get a map or driving directions. Select the name of a customer and click Map or Directions. Intuit Maps displays a map or directions to the customer's address. (You must be online to get maps and directions.) I'm getting an error with Maps and Directions.
  • Sync customer contact information to Contacts. Turn on Contact Sync(Company > Contact Sync Settings). Select names of customers you want to sync with Contacts, and then Control-click and select Sync Customer(s) with Contacts. A dot ( Sync) displays to remind you which names are synced. How does Contact Sync work?
  • Change the view. By default, QuickBooks lists jobs display in a hierarchy below a customer name. Click the arrow beside a customer name to view the jobs for that customer. You can also choose Flat View from the Action menu ( Action menu) which lists each entry as the customer name plus the job name. You can change the view by selecting Hierarchical View or Flat View from the Action menu.
  • Print, Save, or Email the customer list. Control-click anywhere on the customer list and then select Print Customer List, Save Customer List as Text, or Email Customer List as PDF.
  • Filter the information you see. You can filter the customer list as well as the transactions by using the filters located under each list. For example, you can select “Customers with Open Balances” from the View pulldown menu under the customer list, then select a customer name. Then you can use the filters under the transactions on the right pane to filter the transactions to view “All Sales Transactions” filtered by “Open Invoices and Charges” in the date range of “Last Month.”

Try these tips and tricks to make using Customer Center even easier.

  • Sort information by clicking the column titles.
  • Rearrange the columns by clicking and dragging the top of a column to move it to another location.
  • Show different columns or hide columns you don't need. Right-click (or Control+click) on the column headers, then select the columns you want to see and unselect the ones you want to hide.
  • Select multiple names in one of these ways:
    • Shift-click to select a range of names. Select the first name you want, hold down the Shift key, and then select the last name in the range.
    • Command-click to select a group of nonadjacent names. Select a name, hold down the Command key ( Command Key), and then select each additional name.
    • Command-A to select all names. No need to click; just press Command-A to select the entire list.
  • Control-click a name in the left pane to access a shortcut menu to common tasks.

    Shortcut menu

  • Change the order of names in the Customers:Jobs list by dragging and dropping a name to where you want it to appear. You can turn this feature on and off on the shortcut menu by selecting Enable Custom Ordering.