How to setup a customer in Wave Apps


Accounting and bookkeeping isn't just about crunching numbers.

It's about keeping track of what is important to YOUR business.

It may be helpful for your business to keep track of the details of your customers.  Kind of like a digital Rolodex if your old school.

Now if you are a seller on Amazon with over 100 sales a day, it would drive you crazy trying to keep up with the details on that level.  This is more ideal for business owners with customers (I call them clients) who are building a relationship with them.  

 Here is how to start adding customers to Wave Apps:

  1. Click Sales
  2. Click Customers
  3. Click "Add a customer"


After all that clicking you come to this screen...

If you want to keep it simple, you can fill in the details below:

If you want to take your customer tracking to another level, click the View additional info link above the save button.  Do you see it? go ahead and click it.  The screen will expand showing the following.  Now you can keep a lot of details on each of your customers.

For me, this is helpful when I'm needing to send a letter to a customer or want to call them.  That way I don't need to open their tax return where I have to enter this information as well.  

I hope you found this helpful.  If not, you've only wasted a little over a minute of your time.  If it was, you're welcome.  

Are there any other Wave Apps topics that you need help with?  Let me know.  Send me a message.


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