PC.3.B.3 - Adding Customers to QuickBooks Online
- 13 steps
ProAdvisor Challenge
This exercise is a ProAdvisor Challenge provided by Intuit. To find the original, log in to your QuickBooks Online Accountant (QBOA) account, then follow this path:
- In the left navigation bar, hover over ProAdvisor, then click **Training**.
- Click the **Training Library** tab.
- Click **QuickBooks Online** to expand (it may already be expanded).
- Click on the **Sales and customers** tile.
- Click **Beginner Skills** to expand, if necessary.
- Click on the **3. Adding customers to QuickBooks Online** section.
The exercise can be found towards the bottom of the page, under ProAdvisor Challenge.
*Note: You may need to click through some buttons as you scroll down and answer the Knowledge Check before having access to the ProAdvisor Challenge section.*
The Sample Company
1
To complete this exercise, you must be in the Sample company. To get into it, click on the Gear icon on the top right corner of the screen, then select Sample company.
Note that you will be logged out of your current account. If you are sure, click "Continue" to confirm.
Hands On Practice
Now let's get started with the exercise. Here’s what you need to know:
- The new customer is Mr Adam Rosenberg
- His address is:\
297 Manhattan Street\
San Pablo, CA, 87999
- His email: [email protected]
- His phone number: 555-123-4567
- Adam would prefer to pay by Mastercard
2
From the left navigation bar, hover over Sales, then select "Customers".
3
Click "New customer".
4
In the Title, First Name, and Last Name fields, type "Mr Adam Rosenberg".
After completing these fields, the Customer display name field will automatically fill in.
5
In the Email field, type "[email protected]".
6
In the Phone Number field, type "555-123-4567".
7
In the Street address 1 field, type "297 Manhattan Street".
8
In the City field, type "San Pablo".
9
In the State field, type "CA".
10
In the ZIP code field, type "87999".
11
In the Payments Section, in the Primary payment method field, select "MasterCard".
12
Click "Save".
The new customer, Mr Adam Rosenberg, has been created.
