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Hello, @userwongjk28.
Thank you for reaching out to us here on the Community page. I can share some information about recording invoices in QuickBooks Online.
Yes, you need to create a new customer name for every order. If you happen to have the same customers who reorder from your products, then you can use the same name under the Customer section. This way, you'll be able to track your transactions and reports easily. To add a new customer from the Invoice page, tap on the drop-down arrow beside the Select a customer field, then add a customer's name from there.
To learn more about managing invoices in QuickBooks Online, feel free to read the topics from these links:
In case you want to pull up a report for your invoices or customer's transactions, you can also check out the instructions from this article as your guide: Run reports in QuickBooks Online.
Please let me know in the comment section if you have any follow-up questions. I'm always here to help. Have a good day!
@Angelyn_T wrote:Hello, @userwongjk28.
Thank you for reaching out to us here on the Community page. I can share some information about recording invoices in QuickBooks Online.
Yes, you need to create a new customer name for every order. If you happen to have the same customers who reorder from your products, then you can use the same name under the Customer section. This way, you'll be able to track your transactions and reports easily. To add a new customer from the Invoice page, tap on the drop-down arrow beside the Select a customer field, then add a customer's name from there.
To learn more about managing invoices in QuickBooks Online, feel free to read the topics from these links:
In case you want to pull up a report for your invoices or customer's transactions, you can also check out the instructions from this article as your guide: Run reports in QuickBooks Online.
Please let me know in the comment section if you have any follow-up questions. I'm always here to help. Have a good day!
Ok, is there a limit to the amount of customers i can create in QBO? And is it ok to group all the customers together? For example sales from Instagram to be grouped to IG SALES and walk in customers linked to CASH SALES? If i have a few hundred transactions a day, is it still advisable to create hundreds of customers each day?
