What is the difference between a Contact and a Customer?
A contact is an individual you interact with, however, they are separate from leads or customers.
Below is a view from Method's Contacts App showing a contact and the customer it is associated with:
So, what is the difference between a contact and a customer?
In practical terms:
A customer is a QuickBooks Entity. A QuickBooks Entity is the formal term given to customers, employees, vendors, and other within QuickBooks.
Any transactions you create, whether it be an estimate, or an invoice, is with an entity, and the entity will have a monetary balance.
For further clarification on entity:
For the rest of this article, we will use customer as an example.
A contact is associated with a customer and is the person you interact with.
In fact, there can be multiple contacts for one customer. For example, if the customer is a company, it can have multiple employees as contacts.
However, it does not work the other way. You cannot have multiple customers for one contact.
Contacts are used when you have an interaction with one of your clients. For example, if you have a meeting with one of your clients and you enter in the activity, it will be with the contact of a customer.