Add new customers in QuickBooks

Add a new customer

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

Here’s how:

1. Go to Sales and select Customers (Take me there).
2. Select New customer.
3. In the Customer display name field, enter the display name for your customer (this is a required field).
4. Review each section and enter any other important customer info.
5. 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. Select the Is a sub-customer checkbox. This action will display a parent customer dropdown menu.
   2. In the Parent customer ▼ dropdown, select the parent account. 
6. 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.

1. Go to Sales and select Customers (Take me there).
2. Select the dropdown ▼ next to New customer, then select Import customers.
3. Select Browse.
4. Attach the spreadsheet and select Next.
5. Match each field in the spreadsheet to a section of your customer info and select Next.
6. 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:

1. Go to Customers and goals and select Customers.
2. Select New customer.
3. In the Customer display name field, enter the display name for your customer (this is a required field).
4. Then, review each section and enter any other important customer info.
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.

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