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akaraj628-gmail-
Level 1

How can I add new costumer details?

 
1 REPLY 1
Rea_M
QuickBooks Team

How can I add new costumer details?

You'll have to create a new invoice to add new customer details in QuickBooks Self-Employed (QBSE). @akaraj628-gmail-. I'm here to guide you how.

 

On the Invoice page, you're able to edit your work and customer information. Then, you need to utilize the + Add new option to create a new customer profile. Where you can add your customer's name, email, phone number, and billing address to name a few. Here's how:

  1. Go to the Invoices menu on the left panel.
  2. Select the Create invoice button in the upper right-hand corner.
  3. Go to the Add customer field and click the drop-down arrow.
  4. Choose the + Add new option.
  5. Enter the details needed.
  6. Click Save.

 

I've attached a screenshot below that shows the last four steps.

 

Additionally, you're also able to customise your invoices right on the form itself (Please see the screenshot below). For the step-by-step guide, you can check out this article's Customise your invoices section: Create invoices in QuickBooks Self-Employed.

 

 

Please know that you're always welcome to comment below if you have other concerns or follow-up inquiries about managing customer details and self-employed transactions in QBSE. I'm just round to help. Take care.

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