Customer Setup

Enter details on your customers and other accounts receivable settings.

First complete the Vendor Setup process. If you also need to track inventory, complete the Material Setup processes first as well.

  1. Optional: Set up customer defaults for customer entry or import.
  2. Set up your customers by entering them manually and/or by importing them from a Microsoft Excel file, a TSV file, or QuickBooks.

Once you complete the customer setup process, continue to the bid and proposal setup process.