Customers and suppliers are called contacts in bQuick Accounting. You can add contacts before you enter transactions for them, add them while creating transactions.


Add Contact

Here's a way how you can add a customer or supplier as contact. Alternatively, you can also add contact while creating transaction.

  • Click on the Contact from the left side menu, then you can see more menus under Contact.
  • Click on Contact List
  • Click on the Create New  button.
  • Now you will see a page with two forms of Company Basic Info & Company Person Info. You need not to provide all information just provide required only.
  • Enter your contact's name in field of Company Name.
  • You can't enter a company twice if you already have a contact with that name.
  • [See Guide to Contact Form Fields for better understanding]
  • Check/Uncheck Supplier & Customer field as per your need.
  • By default bQuick Accounting check both for the contact. You may skip this step.
  • Click on Save  button.
  • Your contacts will display under the Contact List, and will also display under Suppliers & Customers.
  •                       

Edit Contact

You may need to edit contact in different situation. Like- one of your contact change their location then you need to update address of that contact.

  • Click on the Contact from the left side menu, then you can see more menus under Contact.
  • Click on Contact List
  • Click on the Edit  button under Options column.
  • Now change information.
  • Click on Save  button.

See Contact Activity

You may need to view contact activity in one place.

  • Click on the Contact from the left side menu, then you can see more menus under Contact.
  • Click on Contact List
  • Click on the View/Detail  button under Options column 
  • Now you are able to see contact activity/ transaction history in one place. bQuick Accounting provide you segmented view in tab order. You just need to click on desired tab. Tabs are-
  • Invoice Transaction
  • Debt Transaction
  • Payment Receive Transaction
  • Payment Made Transaction


Guide to Contact Form Fields

  • You may face difficulties while adding or updating contact to enter information if you are new to internet or cloud based application.


Company Basic Info Form
Field
 Description
Company Name
 Enter company name of the contact.
Attention
 Enter person name of the contact to whom all transaction activity will convey.
Address 1
 Enter address of the contact
Address 2
 Enter address of the contact
Country
 Select country from the list according to the address
City
 Select city from the list according to the address
Post Code
 Enter post code. Like- 1211
Company Email
 Enter company email address of the contact
Phone
 Enter phone number of the contact
Fax
 Enter fax number of the contact
Mobile Number
 Enter mobile number of the contact
Skype
 Enter skype username of the contact
Website
 Enter website address of the contact
Supplier
 Check or uncheck the checkbox
Customer
 Check or uncheck the checkbox


Company PersonInfo Form
(Spokesperson or Contact Person)
Field
 Description
First Name
 Enter first name of the contact who is the account person
Last Name
 Enter last name of the contact who is the account person
Mobile Number
 Enter mobile number
Email
 Enter company email address