Entering Customer Information


Entering Customer Information (3149)






After you have entered information about your company and your financial setup, you can enter information about your customers.

There are three ways to enter customer information:

• You can choose to enter customer information later, when you begin using Big Business. Use this option if your business is new or you have no customers with open balances.

• You can import information from a text file exported from another program. Use this option if you’re changing over from an accounting or contact management program. You can import many different items of information, including names, addresses, terms, and the current balance.

• You can type in the information. If you type in customer information, you can enter the company name, the first and last name of your main contact, the credit limit, and the current balance.



Related:


Chapter 1 Getting Started