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

GinaS

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

Quicken Anja

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!

UKR

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

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 ?