SOP: Creating a New Customer in IES
Learn how to create a new customer in QuickBooks with this easy step-by-step tutorial. Includes tips for organizing customer numbers, entering details, and communicating with your team.
By Jessica Esslinger
Made with Glitter AI
In this guide, we'll learn how to create a new customer in QuickBooks when you receive a request by email. This process helps keep customer records organized and ensures that all necessary details, such as customer number, group code, and sales representative, are entered correctly.
You'll also see how to confirm the new customer entry and notify the requester.