Add new customers in QuickBooks
by Intuit•68• Updated about 3 hours ago
Add new customer profiles to the customer list to include them in future QuickBooks transactions, reports and invoices.
Note: This article is for customers using QuickBooks Online (Advanced, Essentials, Plus, and Simple Start) and Sole Trader.
Follow the steps below based on the product you are using.
Add a new customer
Add your customers to the customer list so you can track their future transactions in QuickBooks.
Here’s how:
- Go to Sales and select Customers (Take me there).
- Select New customer.
- In the Customer display name field, enter the display name for your customer (this is a required field).
- Review each section and enter any other important customer info.
- 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.
- Select the Is a sub-customer checkbox. This action will display a parent customer dropdown menu.
- In the Parent customer ▼ dropdown, select the parent account.
- 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.
- Go to Sales and select Customers (Take me there).
- Select the dropdown ▼ next to New customer, then select Import customers.
- Select Browse.
- Attach the spreadsheet and select Next.
- Match each field in the spreadsheet to a section of your customer info and select Next.
- 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.
Add a new customer
Add your customers to the customer list so you can track their future transactions in QuickBooks.
Here’s how:
- Go to Customers and goals and select Customers.
- Select New customer.
- In the Customer display name field, enter the display name for your customer (this is a required field).
- Then, review each section and enter any other important customer info.
- 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.
- Go to Customers and goals and select Customers.
- Select the dropdown ▼ next to New customer, then select Import customers.
- Select Browse.
- Attach the spreadsheet and select Next.
- Match each field in the spreadsheet to a section of your customer info and select Next.
- Select the customers to be imported, then select Import.
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