How To Set Up A New Customer Or Supplier

What you need to know: 

Most transactions in AgExpert Accounting require a customer or supplier. Setting these profiles up in advance helps you enter sales, purchases, payments, receivables, and payables more accurately and efficiently. It also reduces the need to re-enter the same information each time you create a transaction. 

What you need to do: 

Before setting up a new customer or supplier, gather: 

  • their name 

  • contact information 

  • mailing address 

  • any default accounts you want to apply to their profile 

How to (Step by Step): 

To add a new customer: 

  1. Click Sales on the left and select Customers 

  2. Click Add Customer  

    a) Fill out the required information on the new customer page.  First name and Last name or Company is needed, and the customer’s language will need to be selected.  All other fields are optional 

    b) Check the appropriate boxes if a contact is also a supplier or an employee 

    Note: When adding a new customer, we recommend also making them a Supplier at the same time 

  3. If you wish to have a default account show each time you select the customer in a transaction, you can do so by selecting Default accounts.  Use the drop-down menu to select the relevant Income and/or Expense account for that customer. 

  4. Click Save 

To add a new supplier: 

  1. Click Purchases on the left and select Suppliers 

  2. Click Add supplier  

  3. Fill out the required information on the new supplier page. First name and Last name or Company is needed, and the supplier’s language will need to be selected.  All other fields are optional. 

  4. Check the appropriate boxes if a contact is also a customer or an employee 

  5. Note: When adding a new supplier, we recommend also making them a customer at the same time. 

  6. If you wish to have a default account show each time you select the supplier in a transaction, you can do so by selecting Default accounts.  Use the drop-down menu to select the relevant Income and/or Expense account for that supplier. 

  7. Click Save  

Still have questions? Contact support  

Contact us at 1-888-667-7893 or email support@fccagexpert.ca if you require additional support. You can find other help options under the Question Mark Icon in the top right of AgExpert Accounting at any time.