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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.

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Add a new customer

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

Go to All apps , select Customer Hub, then select Customers & leads (Take me there).
Select New customer.
Note: If you're creating a customer for the first time, then select Add customers.
In the Customer display name field, enter the customer's display name (required).
Review each section and enter any other important customer info.
(Optional) You can assign customers who are also part of a group or large organization 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. Select the Is a sub-customer checkbox. This action will display a Parent customer ▼ dropdown.
2. In the Parent customer ▼ dropdown, select the parent account.
If the customer is tax exempt, go to the Additional info section and select the Assign default tax code checkbox. This action will display a Default tax code ▼ dropdown, and select Exempt (0%).
Select Save.

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

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.

Go to All apps , select Customer Hub, then select Customers & leads (Take me there).
Select the ▼ dropdown next to the New customer, then select Import customers.
Select Browse.
Find and select the spreadsheet, select Open, then select Next.
Match each field in the spreadsheet to a section of your customer info and select Next.
Select Done.