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Buy nowIf you do a customer contact list report and click on Filter., the top filter is "Account No.". Where is that set? I do not see that field when I edit the customer. Where is it? Thanks!
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I'm here to guide you on how you can set up account numbers for your customers, Scooter27.
QuickBooks adds accounts automatically to your chart of accounts that fit your business type. You'll want to make sure to set up the account number for each of your customers' account names. I've outlined the steps below that will show you how:
Once done, add account numbers to existing ones if you've already previously set them up, you can follow the steps below:
For more information and detailed steps, go through this article for your reference: Add, Edit, Or Delete Accounts In QuickBooks Desktop For Mac.
In addition, to give you an overview of your business information, you can create a report in QuickBooks for Mac. I've got this article for your guide: Create Repports In QuickBooks Desktop For Mac.
Let me know if you have any questions about account numbers. I'd be glad to help.
I'm here to guide you on how you can set up account numbers for your customers, Scooter27.
QuickBooks adds accounts automatically to your chart of accounts that fit your business type. You'll want to make sure to set up the account number for each of your customers' account names. I've outlined the steps below that will show you how:
Once done, add account numbers to existing ones if you've already previously set them up, you can follow the steps below:
For more information and detailed steps, go through this article for your reference: Add, Edit, Or Delete Accounts In QuickBooks Desktop For Mac.
In addition, to give you an overview of your business information, you can create a report in QuickBooks for Mac. I've got this article for your guide: Create Repports In QuickBooks Desktop For Mac.
Let me know if you have any questions about account numbers. I'd be glad to help.
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