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Intuit

Manage your customer list

Learn how to add, delete, merge, and restore customers in QuickBooks Online.

Organize and keep track of your customers by adding, deleting, merging, or restoring them in QuickBooks. This boosts efficiency knowing your customer list is clean and there are no duplicates.

Add a customer

  1. Go to Sales, then select Customers.
  2. Select New Customer.
  3. Enter your customer’s info.
  4. Select Save.

Add Sub-Customers


Here are some reasons why you might create sub-customers:

  • Use sub-customers for members of teams or leagues.
  • Homeowner Associations and Property Management companies often use sub-customers for individual properties.

When creating a sub-customer, you need a parent (top-level) customer first. You can have an unlimited number of sub-customers. And your sub-customers can have sub-customers too (up to four levels deep).

  1. Go to Sales, then select Customers.
  2. Select New Customer.
  3. Enter your customer’s info.
  4. Select the checkbox for Is sub-customer.
  5. In the Parent▼drop-down, find the parent customer, then select Bill with parent or Bill this customer.
  6. Select Save.

Delete a customer

Warning: When you delete customers, the transaction data associated with them remain in reports. And, when you delete a parent customer, the sub-customers are also deleted.
  1. Go to Sales, then select Customers.
  2. Select the customer’s name, then select Edit.
  3. Select Make inactive.
  4. Select Yes to confirm.

Learn how to make a customer active again.

Merge customers

If you have duplicate customers in your system, you can merge them. This process deletes one customer and reassigns all its data to another customer. Please note that to do this, you will need to delete the customer's statements first and the customer cannot be merged if they contain sub-customers.

  1. Go to Sales, then select Customers.
    Note: Make sure the customers you want to merge are at the same sub-level.
  2. Select the customer name you don’t want to use, then select Edit.
  3. In the Display name as field, enter the other customer’s name.
  4. Select Save.
  5. Select Yes to confirm.