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Set up your customers (clients)

In QuickBooks, the Customers & Jobs list holds information about your customers and the individual jobs that you want to track for them. You should set up each client as a customer on this list.

You can enter standard information (like name, address, and phone numbers), customized information that you define, and notes about specific conversations and decisions.

If you choose, you can also categorize your customers by giving them a customer type. Using customer types will help you track and analyze your customer base.

See also

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