How do you set up a customer base with addresses and phone numbers?

GinaS
Member ✭
how do you set up a customer base with addresses and phone numbers?
0
Answers
-
Hello @GinaS,
Thank you for reaching out to the Community with your question.
To add customers and address information, please navigate to the Business tab > Business Actions (on the top-right) > Customers > Add customer.... A window will open where you can now add all of the customer's contact and address information.
I hope this helps!-Quicken Anja0 -
Applies to Quicken Home, Business & Rental Property Manager feature level only.If you have a properly formatted TXT or CSV file containing Comma or Tab delimited address records, you can import that file into Quicken. Click File / File Import / Addresses. When you get to the Import Address Records popup for the first time, click the blue question mark circle to start Quicken Help (may take a few seconds to start) and read up about the procedure of selecting and mapping fields from the import file to the Address Book.0
-
GinaS said:how do you set up a customer base with addresses and phone numbers?What version and release of Quicken .... Help --> About QuickenSince you mention "customer" - are you running the Home & Business version ?
QWin Deluxe Subscription - sticking with R47.15 - Win10
0
This discussion has been closed.