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

GinaS
GinaS Quicken Windows Subscription Member
edited May 2022 in Business and Rental Property Tools (Windows)
how do you set up a customer base with addresses and phone numbers?

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    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 Anja
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  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited June 2021
    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.
  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    edited June 2021
    GinaS said:
    how do you set up a customer base with addresses and phone numbers?
    What version and release of Quicken .... Help --> About Quicken
    Since you mention "customer" - are you running the Home & Business version ?

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