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January 28, 2021
Question

How can I add a 2nd contact to an existing customer?

  • January 28, 2021
  • 1 reply
  • 0 views
No text available

1 reply

Level 8
January 28, 2021

 

Hi there, userwalter.

 

I'll be glad to help you in adding it.

 

You can open the customer profile and then enter the second contact information in the Other field. You may also add multiple emails to your customers by separating them with a comma. I'll show you how:

 

  1. Select Sales from the top menu bar.
  2. Go to the Customers tab.
  3. Find and click the appropriate customer to open their profile.
  4. Click the Edit button.
  5. Enter the second contact information in the Other field or enter the second email in the Email field. Make sure to separate them with a comma.
  6. Click Save when you're done.

With QuickBooks Online, you can also import customer contacts from Outlook, Excel, Gmail, or Google Sheets so you don't have to manually enter them.

 

I'm just a reply away if you have any other concerns questions. Just add the details in this thread and I'll help you out.