August 7, 2012

How do I assign account numbers to Customers in QuickBooks?

Go to:
1. Customer Center
2. Click on a customer you wish to assign an account number to highlight the customer's name.
3. Click "Edit Customer" in the top right hand corner in the Customer Information window.
4. Click Addition Info tab
5. Enter the customer number into the "Account No." box.

If you wish to see a report with customer account numbers....
Go to:
1. The report
2. Click "Customize Report"
3. Make sure you are under the Display tab
4. In the Columns area, Check "Name Account #"

Good Luck!

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