Adding New Customers From QuickBooks

This short guide will show you how to correctly enter and manage new customers in The Service Program & QuickBooks

1. Add Customers in QuickBooks

To add a new customer in QuickBooks, first go to the "Customer Center" and then at the top click the "New Customer & Job Button" followed "New Customer".

2. Enter Customer Details

Fill out the customers info using the picture below as a guide. *NOTE* Make sure the customers service address is in Shipping Address Line 2.

3. Confirm New Customer

After clicking OK on the previous window to save the customer, we should see the new customer in our QuickBooks Customer List.

4. Sync The Service Program with QuickBooks

Click on the Update QuickBooks icon on the toolbar in The Service Program.

5. Update Only Customers

On the QuickBooks Maint. Menu, click update only customers to have The Service Program sync over the new customer we just created.

6. Confirm Customer Exists in The Service Program

We then can click customer info and then customer list in The Service Program and make sure the new customer was added correctly.