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ezAccounting Software Guide: Add/Edit a Customer

ezAccounting -> FAQs -> Manage Customer and Sales

ezAccounting software makes it easy to manage customers and tracking sales.


- Add a customer
- Edit a customer

Add Customer

  • 1. Start ezAccounting application, click the top menu "Sales/Customer", then click the sub menu "Add Customer" to open the customer setup screen

    • add customer menu

  • 2: Enter the customer information and click the Save button to save your changes

    • - Enter customer Name

    - If customer has balance, input the balance. The initial balance can't be modified after it is saved.
    To modify a customer's balance, a trasaction must be input.

    accounting system customer setup screen
    (Click image to enlarge)

    Edit Customers

  • 1. Open Customer list by clicking the top menu "Customer List" to add/edit the customers.

  • 2. Add/Edit customers

    edit customer



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    Related Topics

  • ezAccounting Quick Start Guide

  • Set up Check and Form Layout
  • How to manage customer and sales
  • How to manage vendor and purchase
  • How to write check and manage bank account

  • How to generate invoice
  • How to generate estimate/Quote

  • Sample Paychecks



    accounting software
    From $199
    ezAccounting software is the right in house accounting solution for small businesses needing to document and report on incoming and outgoing cash flow including sales, receipts, payments and purchases. It also supports payroll processing and tax form printing.

    If you have not installed this software, you can download and try it free with no obligation and no credit card needed.

    This accounting software is compatible with Windows 11, 10, 8, 7, Vista and other Windows computers.

    ezAccounting makes it easy to track income and cost!