How to add a customer | Get started tutorial

How to add a customer

Learn how to easily and efficiently manage all of your customers in one handy location.

Before you start:
Adding customers will help you keep track of all your outgoings and incomings. You can easily import a list of customers from existing spreadsheets.

Benefits include

  • Conveniently manage all your customers in one place.
  • Quickly and easily send invoices.
  • Record payments.

Step-by-step guide

Adding a customer for the first time

Step 1 of 2

  • From the left menu, select Sales.
  • Select the Customers tab.
Step 1 image

Step 2 of 2

  • Add name, telephone number and email.
  • Add as much additional information as you need.
Step 2 image

Step-by-step guide

Import customers from a CSV file

Step 1 of 5

  • Go to Sales. Select Customers.
Step 1 image

Step 2 of 5

  • Click on the little arrow next to New Customer and select Import Customers.
Step 2 image

Step 3 of 5

  • Click Browse, select your excel file and Open, then Next.
Step 3 image

Step 4 of 5

  • For each of the QBO fields on the screen, choose one of your excel columns. This action tells QuickBooks which columns in your excel spreadsheet get pulled into which QuickBooks field. Click Next when you have completely mapped your fields to QuickBooks.
Step 4 image

Step 5 of 5

  • The next page shows your data and where it's going into QuickBooks. Make sure you check the box on the left for all the items you want to import. When you're ready, click on Import.
Step 5 image

Related content

Send an invoice

Learn how to send an invoice.

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Manage customers

Learn how to delete, merge or restore a customer.

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