How to Use CAMPs for QuickBooks Desktop
                     How to Use CAMPs 
for QuickBooks 
Desktop?
By Dancing Numbers
If you are an owner or operator of a business with QuickBooks 
Desktop, you may want to know 
how to use the Customer Account Management Portal (CAMPs) 
in order to better manage your customer relationships. CAMPs 
is a web-based tool that allows you to manage your customers, 
their accounts, and their payments. This article will teach you 
how to use CAMPS to manage your QuickBooks customers.
How To Use The 
CAMPS(Customer Account 
Management Portal)?
If you are a QuickBooks user and 
need help managing your customer 
accounts, the 
Customer Account Management Port
al
 (Camps) is an excellent resource. 
CAMPs lets you manage your 
customers’ account information, 
invoices, and payments from one 
centralized location.
• To get started, log in to your QuickBooks account and go to the Menu 
bar > Settings > Accounts and Transactions > Customer Account 
Management. You will see the CAMPS window.
• The first thing you want to do is create a new customer account. In 
the CAMPS window, click New Customer on the left panel and enter 
the customer’s name, company name, contact information, and 
financial information (such as account number). Click Save.
• Now that you have created a new customer account, you need to 
add this customer to your QuickBooks business file. To do this, go to 
the Accounts and Transactions tab in CAMPS and select the company 
file for which you want to add the new customer. In the Select 
Company File list on the right panel, select the file in which you want 
to add the new customer. Click Add Customer on the bottom of the 
screen.
• In addition to adding a new customer to yourbusiness file, you may also want to 
add this customer to your invoicing and payment processing systems. To do this, 
go to the Accounts and Transactions tab in CAMPS and select the company file 
for which you want to add the new customer. In the Select Company File list on 
the right panel, select the file in which you want to add the new customer. Click 
Add Customer on the bottom of the screen.
• You can now start billing and payments for this customer. To begin billing, go to 
the Payments tab in CAMPS and select your company file from the Select 
Company File list on the right panel. In the Billing window, enter the amount you 
want to bill for products or services supplied by this customer, and click Bill. To 
begin paying this customer, go to the Payments tab in CAMPS and select your 
company file from the Select Company File list on the right panel. In the Payment 
window, enter the amount you want to pay this customer, and click Pay.
• You can also manage your customer relationships in CAMPS by archiving and 
deleting customers, changing account information, and more. 
CONTACT US
Hope the above info helped you 
understand the uses of 
CAMPs for QuickBooks. If not feel 
free to contact us,
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DANCINGNUMBERS.COM
EMAIL:
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