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Add a new customer in QuickBooks

by Intuit•80• Updated about 10 hours ago

Adding customers helps you get paid faster.

With 56% of small businesses waiting over 30 days for payment, getting your list set up now is the best way to ensure your invoices go out instantly. Once a customer is in your list, their details will automatically pull into every invoice and report you create, saving you from manual data entry every time you get paid.



Add a new customer

Setting up a new profile only takes a moment. Open your Customers list using the link below to follow these steps in your account.

  1. Go to All apps A bunch of numbers and letters on a tile wall., select Customer Hub, then select Customers (Take me there).
  2. Select New customer.
  3. In the Customer display name field, enter the customer's display name (required).
  4. Review each section and enter any other important customer info.
  5. (Optional) To add an internal note, scroll to Internal notes and enter your note. Notes are for your records only and won't appear on invoices.
  6. (Optional) Adding a sub-customer: Check Is a sub-customer, then select the parent account from the dropdown that appears. Parent accounts support up to four levels of sub-customers.
  7. Select Save.

Import customers from a spreadsheet

Save an estimated 30 minutes of manual entry by importing your list in one go.

If you already have a contact list in Excel or CSV, you can upload everyone at once to finish your setup in seconds and get back to your business.

  1. Go to All apps A bunch of numbers and letters on a tile wall., select Customer Hub, then select Customers (Take me there).
  2. Select the dropdown â–Ľ 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.
  7. To convert a sub-customer to a top-level customer later, open their profile, select Edit, and uncheck Is a sub-customer. 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 â–Ľ 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.

Related links

QuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start