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.
You can set up:
-
Customer Types. Apply this category when you
add or edit a customer. (
See examples...)
- Vendor Types. Apply this category when you add or edit a vendor.
- Job Types. Apply this category when you add or edit a job.
- Terms. Terms are the payment terms for your customer. This is list already preconfigured for you with common payment terms for your customers. You can edit these or add new ones. You can assign terms to a specific customer or select terms when you are filling out a sales form like an invoice. More about terms...
- Customer Messages. These are messages you apply to sales forms you send your customer such as "Thank you for your business."
- Payment Methods. Payment methods categorize payments from your customers. When you receive payments from your customers, you can select a payment method and then sort your deposits by payment method and create reports based on payment method. More about payment methods...
- Ship Via. This list is preconfigured with common shipping methods. You can edit these or add new ones. Then you can add this information if you customize your sales forms.
Tip: Control-click a name on the list to choose common tasks from a shortcut menu. More tips
To open a list:
- Choose Lists > Customer & Vendor Profile and then the name of the list you want to open.