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Add new customers in QuickBooks Online

by Intuit•83• Updated 1 week ago

Add new customer profiles to the customer list to include them in future QuickBooks Online transactions, reports and invoices.

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

Add your customers to the customer list so you can track their future transactions in QuickBooks Online.

  1. Go to All apps A bunch of numbers and letters on a tile wall., select Customer Hub, then select Customers & leads (Take me there).
  2. Select New customer.
    Note: If you're creating a customer for the first time, then select Add customers.
  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) You can assign customers who are also part of a group or large organisation 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.
    1. Select the Is a sub-customer checkbox. This action will display a Parent customer â–Ľ dropdown.
    2. In the Parent customer ▼ dropdown, select the parent account. 
  6. If the customer is tax exempt, go to the Additional info section and select the Assign default tax code checkbox. This action will display a Default tax code â–Ľ dropdown, and select Exempt (0%).
  7. Select Save.

Note: You can add internal notes to customers which will appear on all invoices.

Import customers from a spreadsheet

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

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 All apps A bunch of numbers and letters on a tile wall., select Customer Hub, then select Customers & leads (Take me there).
  2. Select the â–Ľ dropdown next to the New customer, then select Import customers.
  3. Select Browse.
  4. Find and select the spreadsheet, select Open, then select Next.
  5. Match each field in the spreadsheet to a section of your customer info and select Next.
  6. Select Done.

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.
    Note: If you're creating a customer for the first time, then select Add customers.
  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 â–Ľ dropdown next to the New customer, then select Import customers.
  3. Select Browse.
  4. Find and select the spreadsheet, select Open, and then select Next.
  5. Match each field in the spreadsheet to a section of your customer info and select Next.
  6. Select Done.

Related links

QuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start