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HOW TO ADD A CUSTOMER | GET STARTED TUTORIAL

How to import and add customers

Learn how to easily and efficiently manage your customers.

Adding customers will help you keep track of all your outgoings and incomings. You can easily import a list of customers from existing spreadsheets.
How to import and add customers

Benefits include

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Conveniently manage

all your customers
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Quickly and easily

manage money-in transactions

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Record payments

against customer invoices

Step-by-step guide

Adding a customer from the Customers & leads tab

Step 1

  • From the left menu, select Customers & leads.
  • Select the Customers tab.
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Step 2

  • Select Add customer manually.
  • Add a Display Name for your customer and email.
  • Add as much additional information as you want to record for your customer, including telephone numbers, address, and payment information.
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Step-by-step guide

Import customers from a CSV file

Step 1

  • Go to Customers & leads, then select Customers.
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Step 2

  • Select Import Customers.
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Step 3

  • Click Browse, select your excel file and Open, then Next
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Step 4

  • For each of the QuickBooks Online (QBO) fields on the screen, choose one of your excel columns. This action tells QuickBooks which columns in your excel spreadsheet get pulled into which QuickBooks field. Click Next when you have completely mapped your fields to QuickBooks.
  • Learn more about how to name your columns and what information will be imported here.
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Step 5

  • The next page shows your data and where it's going into QuickBooks. Make sure you check the box on the left for all the items you want to import.
  • When you're ready, click on Import.
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Related Resources

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HOW TO

How to edit customer information

Change details such as payment methods or billing address.

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VIDEO

Send an invoice

Learn how to send an invoice.

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VIDEO

Send invoice reminders

Get paid faster by sending invoice reminders automatically.

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