Every time you create an invoice or enter a bill for your business in QuickBooks, you are either accessing one of your existing customer or vendor accounts, or creating a new one account. Over time, these account lists will likely become lengthy. There may be duplicates or inactive accounts or accounts just set up in error. Cleaning up and organizing your customer and vendor accounts will make your accounting tasks more time efficient - from entering invoices and bills to pulling Accounts Receivable or Accounts Payable Aging Summary Reports.
We've created a quick 3-minute tutorial on how to manage your customer and vendor accounts. In this video, we will demonstrate how to:
- Create new accounts
- Delete never-used accounts
- Inactivate currently unused accounts
- Merge similar types of accounts