From the Daily Books Menu, choose the Customers and Suppliers bubble. Then choose customers.


You can add a customer by clicking on the “NEW” tab and follow the steps, or to add a customer you can click on the edit button and enter in the customer information into the new line that appears (pictured below).




1.  Under customer # and company, just enter the name of the customer.


2.  Make sure the active box is checked.



3.  If you have payment terms entered, select payment term from dropdown menu. (to add new payment terms, please see section on adding payment terms)


4.  Tab through and enter in any other information you would like such as address and phone number etc. These are optional fields for your reference only.




Once you have entered in the entire customer’s information, be sure to click on the save button.