Add new customers in QuickBooks Online

Add new customer profiles to the customer list to include them in future QuickBooks Online transactions, reports and invoices.

Add a new customer

Add your customers to the customer list so you can track their future transactions in QuickBooks Online.

Here’s how:

Note: You can add internal notes to customers which will appear on all invoices.

Follow this link to complete the steps in product

1. Select your customer.
2. Select Edit and select the customer and enter a note.

If you don't want to see Internal notes, follow the same steps and delete the notes and they will not show up on invoices.

1. Select New customer.
2. In the Customer display name field, enter the display name for your customer (this is a required field).
3. Review each section and enter any other important customer info.
4. Optional: You can assign customers who are also part of a group or large organisation as the sub-customers of an existing “parent” customer. While you can have unlimited sub-customers, parent accounts can only have sub-customers up to four levels deep.
   1. Tick the Is a sub-customer box. This action will display a parent customer dropdown menu.
   2. In the Parent customer ▼ dropdown, select the parent account. 
5. Select Save.

Import customers from a spreadsheet

Import customers from an existing Excel or .CSV file to add more than one customer at a time, or to automatically fill in customer info.

Follow this link to complete the steps in product

1. Select the dropdown ▼ next to New customer, then select Import customers.
2. Select Browse.
3. Attach the spreadsheet and select Next.
4. Match each field in the spreadsheet to a section of your customer info and select Next.
5. Select the customers to be imported, then select Import.

Note: If you need to change a sub-customer into a top-level customer in the future, edit the sub-customer's profile and uncheck the Is a sub-customer checkbox. Learn more.

Related links

• Edit customer info in QuickBooks Online
• Delete customers in QuickBooks Online
• Merge duplicate customers in QuickBooks Online