How to Add Customers to QuickBooks
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Enter Your First Customer
Get to your list of customers by clicking on Invoicing and then on Customers. When you first go to customers, you can add a customer right away with just their name, phone number and email. You can edit the customer later to add more details.
Or Import Your Customer List
If you have a spreadsheet with your customers’ information, you can import the spreadsheet directly into QuickBooks.
Format Your Spreadsheet
Organize your spreadsheet to match the format shown below or in the sample file you downloaded. Make sure that your column titles and the order of your columns match this example.
Upload Your Spreadsheet
Click Browse and open your spreadsheet.
Map Your Spreadsheet to QuickBooks Fields
Now comes the interesting part—for each of the QuickBooks fields on the screen, choose one of your Excel columns. That column’s contents get imported into that QuickBooks field.
Review Your Data
Now you see all your data and where it’s going into QuickBooks. Make any changes you need and then click Import.
Enter a New Customer Manually
Click the New Customer button.
Fill Out the Customer's Details
The only required field is Display Name, but you can add as much information as you want.