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rick-rivetingdes
Level 1

Import customers from Excel spreadsheet to Quickbooks Self-Employed

 
1 Comment 1
LieraMarie_A
QuickBooks Team

Import customers from Excel spreadsheet to Quickbooks Self-Employed

Thanks for coming in the Community, @rick-rivetingdes.

 

In QuickBooks Self-Employed, you'll have to manually enter or copy and paste the details. To enter customer details, follow the instructions below:

 

  1. Go to the Invoices menu. 
  2. Click the Create invoice option. 
  3. Then, click the Add customer drop-down and select + Add new.
    Capture.PNG
  4. Enter the customer's details. 
  5. Click Save.
  6. Repeat step 3 to 5 to add another customer.

 

Feel free to use these articles that will help you handle your account and customer invoices: 

 

Let me know if you have other questions about adding customers in QuickBooks Self-Employed. I'm always here to help. Take care and have a great day!

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