Limited time only. 90% off QuickBooks for 6 months.
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Winnie9628
Level 1

what the diffrence between "clients"under the Bookmarks button, and the "customers", in the "Sales"

I created some customers when entering invoices, but I’m unable to find them in the “Clients” section.

1 Comment 1
Dandie_A
QuickBooks Team

what the diffrence between "clients"under the Bookmarks button, and the "customers", in the "Sales"

It's a great question, Winnie9628. The "Clients" under Bookmarks refers to QBO Accountant firm-level clients (companies you manage), while "Customers" under "Sales" are the specific customers/clients you invoice within a single company file.

 

When you create a name while entering an invoice, QuickBooks automatically adds it to your database. However, they won't appear in the 'Clients' bookmark because that area is reserved for 'Client Files' (the businesses you provide bookkeeping for), rather than the individual people you are billing.

 

To see the customers you just created, head over to the Sales tab on the left menu and select the Invoices. You’ll find your full list there, along with their open balances and transaction history.

 

Let us know if you have more questions or need further assistance.

Need to get in touch?

Contact us