How to add customers in QuickBooks Online

In QuickBooks Online (QBO), you can add customers from the Customers page or while creating an invoice/sales receipt.

Add a customer from the Customers page:

1. Go to Sales in the left menu.

2. Select Customers.

3. Click New customer.

4. Enter the customer’s details, such as:

   • Customer name

   • Company name

   • Email

   • Phone number

   • Billing address

   • Shipping address

   • Payment terms

   • Tax settings, if applicable

   5. Click Save.

You can also add a customer while creating an invoice or sales receipt. In the Customer field, type the new customer’s name, then select Add new.

To import multiple customers:

1. Go to Settings ⚙️.

2. Select Import data.

3. Choose Customers.

4. Upload your Excel or CSV file.

5. Map your columns to QuickBooks fields.

6. Review the data and click Import.

Useful columns for a customer import file include Customer Name, Company, Email, Phone, Billing Address, Shipping Address, and Payment Terms.