Add new customers in QuickBooks Online
by Intuit•921• Updated 2 days ago
Add new customer profiles to the customer list to include them in future QuickBooks Online transactions, reports and invoices.
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Add a new customer
Add your customers to the customer list so you can track their future transactions in QuickBooks Online.
Here’s how:
- Go to Sales, then select Customers (Take me there).
- Select New customer.
- In the Customer display name field, enter what you want to display for the 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 organization 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.
- If the customer is tax exempt, go to the Additional info section and select the checkbox for This customer is tax exempt. Then, select why they’re tax exempt in the Reason for exemption ▼ dropdown.
- Select Save.
Connect with a customer on the QuickBooks Business Network
As you type in a customer’s name, you may see the full name pop up. This means they are part of the QuickBooks Business Network. Select their name and select Send and save.
Once they accept the connection request, you’ll be able to see their contact info. This syncs their business email, phone number, and mailing address on the network with their entry in your QuickBooks customer list until you edit those fields. Synced fields show a link icon next to them [insert icon here].
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, then select Customers (Take me there).
- In the New customer ▼ dropdown, select Import customers.
- Attach the spreadsheet and select Next.
- Match each field in the spreadsheet to a section of your customer info and click Next
- Click 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.
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