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July 8, 2026
Question

cannot find page to Add New Customer

  • July 8, 2026
  • 1 reply
  • 15 views
Quickbooks cannot find the page "Add New Customer" Help

1 reply

JoesemM
QuickBooks Team
July 8, 2026

In QuickBooks Online (QBO), there are several ways to add a new customer. You can use the + Create button, navigate to the Customer Hub, or add them directly in a sales transaction, such as an invoice. Before you begin, ensure you are logged in as the Primary Admin or have a Sales Manager role.

 

To use the +Create button, follow these steps:

 

  1. Click the + Create button in the top-left corner.  
  2. Under the Customers column, select Add Customer.
  3. Enter the customer's details and click Save.

 

To use the Customer Hub:

 

  1. Go to the All apps menu and select Customer Hub.  
  2. Choose Customers and Leads.  
  3. Click New Customer, enter their details, and click Save.

 

To add a customer from a sales transaction (Invoice):

 

  1. Click the + Create button in the top-left corner.
  2. Under the Customers column, select Invoice.  
  3. In the Add Customer dropdown, click + Add new.
  4. Enter the customer's information, then click Save.

 

If you have any other questions, please let us know. We are here to help.