Customer Center

Customers Center Screen
Customers Center Screen

Customer Center Page Overview

Customer Center Page displays information about all of your customers (clients) and all of their transactions in a single place. You can start just about everything about customers from here. No doubt, this is a very important place to visit on a regular basis in QuickBooks Online.

How do I get to Customer Center Page in new QuickBooks Online?
From the Home page screen

  • Select blue navigation on the left
  • Select Customers

New Import Customers
New Import Customers

From Customers Center, you can add New Customer

  • Click New Customer blue button on right upper-corner
  • Customer Information pop up screen will open.
  • Fill out the Customer Information and Save

From Customers Center Page, you can also Import Customers List from Excel spreadsheet

Import Customers
Import Customers

Import Customers Excel Format
Import Customers Excel Format

Excel spreadsheet should include the following customer information in columns:
Name | Company | Email | Phone | Mobile | Fax | Website | Street | City | State | Zip | Country

They also offer the following customers snapshots.

1. Unbilled

  • It includes Estimates and Unbilled Activity (Delayed Credit and Delayed Charge).
Unbilled
Unbilled

2. Unpaid

  • It includes open invoices as well as overdue invoices.
Unpaid
Unpaid

3. Paid

  • It includes invoices paid for last 30 days.
Paid
Paid

Where do I change the view to see inactive customers?

From the blue navigation bar on the left, go to Customers center

  • Go to “Settings” gear (located far right next to export to excel and print icons)
  • Select to include inactive checkbox from the dropdown list (see screenshot photo for reference)
  • If there is need to run inactive (or deleted) list/report, go to Reports from the blue navigation bar again
  • Select Customer Contact List from the go the report search box
  • Click “Customize” button
  • Select “Lists”
  • Change Status from “Not deleted” to “Deleted”
  • Click Run report

qboe-include-active

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