A customer is anyone that you sell products or services to. A customer can be an individual or a business. Some of the information QuickBooks Online allows you to keep track of for customers is contact information such as their telephone number and email address, payment terms, invoicing, and payment history. You can enter customer information manually or import it from an Excel spreadsheet. We will show you both methods in this section.
Managing customers in QuickBooks Online
Manually adding customers in QuickBooks Online
In order to add new customers to QuickBooks Online (QBO), you need to have the basic contact details about your customer. This includes their company name, billing address, business telephone number, and...
