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accounting672
Level 1

Can multiple contacts be added in a customer profile? (i.e....different contacts within a company?) I only see space for one name.

Should additional contacts be added as a sub-customer?

1 Comment 1
JoelES
QuickBooks Team

Can multiple contacts be added in a customer profile? (i.e....different contacts within a company?) I only see space for one name.

QuickBooks Online (QBO) does not support multiple contacts within a single customer profile, accounting672.

 

Currently, QBO customer profiles only provide fields for one Primary Contact Name, Phone Number, and Email Address. You can enter only one primary contact for each customer.

 

As a workaround, you can use the Notes field in the customer profile to save details about additional contacts.

 

Here's how:

 

  1. Go to the Customer Profile.
  2. Select the Notes section.
  3. Add secondary contact details.

 

Another option is to integrate QuickBooks Online with a CRM system that enables advanced contact management.

 

Feel free to reach out if you need further assistance with adding multiple contacts in QBO. 

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