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In QB online when I enter a customer in an account, it is not saved. I want to bill these customers. Am I doing something wrong?

 
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In QB online when I enter a customer in an account, it is not saved. I want to bill these customers. Am I doing something wrong?

Welcome to the Community, @patrick27.

 

Are you trying to add a customer when creating an invoice? If so, I'm here to get you moving in the right direction and save your work in QuickBooks. 

 

Here's how to create an invoice and add a customer:

 

  1. Go to the Plus icon (+) and select Invoice.
  2. Click the drop-down arrow on the Customer field and select a customer (if the customer is not on the list, you'll have to click the Add new option).
  3. Next, enter all the necessary details on the invoice and click the Save option at the bottom.

I'll include the following resources below for your guide.

 

 

However, if you're trying to add a billable expense to an invoice, you can check this article instead: Enter billable expenses.

 

Please don't hesitate to reach out again if you're referring to something else. I'm here to help however I can. Take care and have a good one.

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