Adding customers is really easy to do in QuickBooks Online. I'd be happy to explain how you can add an additional contact for each of your customers.
Although there's only one name you can add to the "Display Name" for your customer, you're always able to add notes in the customer information so that you have access to additional contact information. To do this, follow the steps below.
1. Click the Sales tab on the left navigation menu, then select Customers.
2. Click New Customer.
3. Enter your customer's information in the appropriate fields.
4. Click the Notes tab towards the bottom of the box. Enter any additional contact information you'd like to store in the system.
5. Click Save.
Additionally, if you'd like to email statements, invoices, or sales receipts to multiple recipients, you'll simply add an additional email to the "CC" field. Do this by clicking the small blue link under the Customer Email field on your sales form.
I hope this helps you reach your goal. If you still have outstanding questions, please let me know and I'd be happy to help you further.
thank you , but that did not answer my question I'm afraid. you missed the question or I may not have properly worded it. I know how to add a NEW customer . questions is in existing customer list if I select a customer and I wish to add additional contacts for that customer , there is no field to allow me to do that. How do I add more than one contact ?
Thanks for clarifying that for me. I see what you're saying now.
In that case, you'll simply click on an existing customer from your list and select Edit at the top right side of the page. The customer information box will open and you'll follow the same steps I've listed above to add notes to your customer. Enter your additional contact information here.
Let me know if you have any other questions.
How do I add multiple contacts in customers, we use various contacts within the same customer and have to had their email adder manually. How do we does without having to manually input add additional contacts.
Hi there. You can manually add multiple contact details by separating the email/phone numbers using commas. For example, firstname.lastname@example.org, contact2@none,com, email@example.com. Let me know if this helps.
I see. You can manually add the contact details from the customer profile. To do this, click on Sales on the left menu > Customers > click on the customer's name > Edit > enter the other contact details separating them using a comma > hit Save. From here you'll be able to send invoices to multiple emails without having to enter them each time you create an invoice. Give this a try and let me know how you make out. I'll be on standby.
You could differentiate between the various contacts as separate jobs under the same customer. So you would have a customer, "Joe's Pizza" with different "jobs" that are actually the various contacts: Sam, Joe, Bob, etc.
If that sounds like it might work for you, here's a youtube video that will explain how: https://youtu.be/SdZNsWlps_Y
If you'd rather, here are the steps:
1. In customer center, right-click the customer that needs a new contact person
2. Click Add Job
3. For Job Name, enter the particular contact you wish to save
4. From here, you should be able to add the individual contact information you need.
5. Now, when you invoice, make a new SO/Estimate/etc., you will be able to input the customer either by typing the individual contact (e.g., Sam) or the customer (Joe's Pizza). If you enter the customer (Joe's Pizza), you will see the various contacts (aka Jobs) associated with that customer in the drop-down box: Joe's Pizza:Sam, Joe's Pizza:Joe, Joe's Pizza:Bob, etc.
Hope this helps.
Hi there. It's important to note that the steps provided above are for QuickBooks Desktop. If you're using QuickBooks Online. I recommend searching for apps on our site by visiting www.apps.com. Once you're on the site, make sure you see the Canadian flag as that shows you're on the Canadian site. I recommend going with the app that meets your business needs based on the app description and the reviews. Let me know if you have other questions. I'll be on standby.
This is ridiculous that you cannot add more than one contact per customer in QBO. I deal with contractors and one customer will have multiple purchasers, estimators, project managers, accountants, coordinators etc. QBO needs a system like desktop version where you can add multiple names along with the corresponding title, work #, cell #, email.
It's not feasible to add them under a job under a customer. It needs to be in the customer profile and formatted in a way that you also export a customer list that shows all of the names under each customer.
Hi robin@concretein, I know how important it's to have a software that meets your business needs. I want to make sure your voice gets heard, and I invite you to submit feedback directly to our product development team. Knowing exactly what our customers want to see in the program helps us innovate the product to give you the best QuickBooks experience we can.
Feel free to also visit our Apps menu to explore any third-party apps that could better assist you with your tasks.
You're always welcome to stop by if you need anything else! Have a great day.
Thanks for joining us here. In QuickBooks Online you can create a sub-customer. This is a great way to track individual customers who are also part of a group or a large organization. Although you can have unlimited sub-customers, parent accounts can only have sub-customers up to four levels deep. I hope you find this to be helpful.
Let us know if you have other questions. We are here for you!