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:
Click the + Create button in the top-left corner.
Under the Customers column, select Add Customer.
Enter the customer's details and click Save.
To use the Customer Hub:
Go to the All apps menu and select Customer Hub.
Choose Customers and Leads.
Click New Customer, enter their details, and click Save.
To add a customer from a sales transaction (Invoice):
Click the +Create button in the top-left corner.
Under the Customers column, select Invoice.
In the Add Customer dropdown, click + Add new.
Enter the customer's information, then click Save.
If you have any other questions, please let us know. We are here to help.
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