Create a customer

1. Lists > Relationships > Customers > New 2. For customers that are companies, enter the company name into the Company Name field. 3. For customers that are individuals, leave the Company Name field blank 4. Click the Individual radio button 5. Enter the individual's first and last name into the Name fields that appear once click the Individual radio button. 6. Under the Financial tab, Balance Information, set the Opening Balance Account to: 11210 Accounts Receivable - Third Party 7. Enter any other relevant information 8. Press Save