How to Add a Customer, Employee, or Vendor in QuickBooks for Mac?

Want to know the process to add a customer, employee, or vendor in QuickBooks for Mac? If yes, this post will help you with that. In case you are having the contact information of the customers from an outside source like Gmail, then you can easily import them in QuickBooks. If you have customers in the contacts, then it is recommended to sync them with QuickBooks. Read ahead to find out the steps to add a customer, employee, or vendor in QuickBooks for Mac. However, if you have any query, or if you need our assistance, then give us a call at +1-844-521-0490 and we will provide you with instant support services.

Steps to add a customer in QuickBooks Desktop for MAC

The user can add the customers in the customer list so that he/she can manage the information and track the invoices. The steps to be followed are:

• Head to the customers menu and also select customer center

• Choose the + menu and select new customer

• Fill-out the fields and in case there is no filed for the info that he/she wishes to enter (like a customer’s website), the user can create a custom field

• Hit OK tab

Creating a customer window

The user will see certain fields on each tab of the create customer window, which includes:

• Address info

• Additional info

• Payment info

• Notes

Steps to add an employee in QuickBooks Desktop for MAC

• At first, head to the lists and then opt for the employees’ tab

• Select the menu and then go for the new employee tab

• Fill out the fields in the address info tab. The user is supposed to make a note of the below-mentioned fields:

o Social security number: The QuickBooks accounting software observes federal standards for social security numbers. If any error occurs, call the social security admin office to check the validity of the number.

o Initials: QuickBooks fills in the initials of the employees while filling in the employee name. If the employee earns commissions for the items that are sold, the user can choose an employee’s initials from the rep drop-down menu, when the user enters a sale or estimate to give the employee credit. After that, the user can produce reports that show the sales for each employee.

o Address: Another field is the employee’s address. Choose address details to ensure that each individual address field is filled in correctly.

• Choose the additional info tab. And then fill out the fields

• Hit OK button.

In order to mark an employee as inactive, the user will have to select inactive checkbox. Also, uncheck the include inactive checkbox to hide them from the employee list.

It should be noted that if the user plans to use QuickBooks payroll for Mac, employee names in paycheck data imported from QuickBooks payroll for Mac must be tall with the QuickBooks employee list.

Steps for Adding another name

In case the user is not having a name that is not a customer, vendor, or employee, the user can use the other names list.

• First of all, move to the lists and choose other names

• After that, select the + menu and choose new other name

• The next step is to complete the fields on the address info tab

• Also, add any notes you want to add

• The last step is to select OK tab

For marking a name as inactive, the user can select inactive checkbox. After that, uncheck the include inactive checkbox to hide them from the list.

Read Also: Fix QuickBooks Desktop Update Errors

At the end of the post, we expect that the reader might be able to add a customer, employee, or vendor in QuickBooks. However, if you are stuck at any point in time, then contacting our team professionals at +1-844-521-0490 are recommended. We are a team of certified QuickBooks professionals who work round the clock in providing instant support services.