Tag Archives : customers

QuickBooks: Enter opening balances for customers and vendors

The method you use to enter opening balances for customers and vendors will depend on whether the balances existed before your QuickBooks start date, or if they were acquired after the start date. Use the method that best fits your situation. Detailed Instructions Important: If you want to keep track of individual sales or bills […]



Merge Duplicate Customers in Point of Sale

Occasionally, you may find that a customer has been entered twice in your customer list. This might happen, for example, if an associate spells the name slightly different when looking up the customer, and believing the customer isn’t in the list, adds them again with the different spelling. Merging the customer records combines the sales […]