Default Customer screen

Use the Default Customer screen to set up the default customer. The application uses these default customer values when you create a new customer and when you import data from Excel or QuickBooks.

Note: For example, suppose you entered a value of N30 in the Payment Terms field for your default customer. When you get external customer data for an import, the application inserts a value of N30 in the Payment Terms field of any customer that has a null value (that is, no value) for that field.

You can enter one default customer for the application. The default customer is not tied to any single company.

Note: To open the Default Customer screen, click Customers > Setup > Default Customer in the All Tasks pane.
Note: The Default Customer screen is a step in the Customer Setup process. The next step can vary:
  • If you want to import customer data from QuickBooks, the Import Data screen is the next step.
  • If you want to import customer data from an Excel or TSV file, the Import Setup Data screen is the next step.
  • If you don't want to import customer data (and will be entering customers manually), the Customer screen is the next step.