QuickBooks Customer and Vendor Profile Lists

Once you first began using QuickBooks, you probably wanted to just jump in and begin creating invoices and purchase orders. You probably heard that it was a fantastic idea to prepare the software so that you didn't need to stop and include related info as it moved. 

You can perform lots of your installation tasks simply by going to Edit | Preferences and working your way down the lengthy list of options. You could even save time and unnecessary diversions by entering as much information as possible in the Customer and Vendor Profile Lists. Customer & Vendor Profile Lists, and then click on the arrow to the right. The list of all possible associated lists will look. When you choose one, you're going to have the ability to upload and edit information options which you will use whenever you are creating records and transactions.

It's possible to create lists of individuals, tasks, etc. types to be used in documents and transactions.

QuickBooks allows you to do this "on the fly" (as you move along), but it's easier if you at least begin with the folks and things you understand. This isn't a difficult undertaking.

Let us begin by selecting Customer Type List. To bring a new one, you may either right-click in the window itself or click on the arrow next to Customer Type.

Let's say you are a building contractor, and you also wish to have the ability to distinguish between commercial and residential customers. Repeat the process and input Residential in the box.

If you would like to have the ability to slice and dice your customer information even deeper, then start the New Customer Type window again. Click on the arrow to start your list of existing types and choose one of those options:

You are able to set up subtypes beneath your primary Customer Types.

Consider the possibilities carefully if you are creating Customer and Vendor Profile Lists in QuickBooks. It's very beneficial to be in a position to have those options available to assign to documents and transactions, but you should be certain your types are not too wide or too narrow.

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