The success of every business enterprise depends on a comprehensive strategic planning that covers all the aspects of operations, from gaining a client to accounting tools used in gauging success in return of investments. Some companies have experienced great loss, because they’ve missed to constantly keeping a closed-loop operation.
 
"Customers are the lifeblood of every business,"  therefore, keeping track of them must be the top priority. QuickBooks Online is designed to see how the business is doing and keeps it updated with their customers. The following are the steps on how to set up customers using QBO Software:
 
 
Setting up Customers
 
There are two options for creating customers in Quickbooks Online:
A. Create a customer manually. 
B. Import customers from an excel sheet. 
 
 

A. Creating a customer manually

 

Step 1From the home page, click on "Customers" found in the navigation bar on the left hand side. A new screen will open as follows:

add customers quickbooks

 

Step 2 Click on the “New customer” button to create a new customer.

add customers quickbooks

 

Step 3 This opens a pop-up window. In this window, you need to fill required information pertaining to the customer.

add customers quickbooks

 

Step 4 Fill in the customer name followed by the naming convention in “Display name as”. This is the only compulsory field, the rest are optional. You can type in the First name, Last Name or Company name under Company and “Display name as” will populate automatically.

add customers quickbooks

 

Step 5 From the dropdown in “Display name as”, select how you want a customer name to be displayed.

add customers quickbooks

 

Step 6 The new customer window groups information into several tabs so it’s easier to find the fields you want to fill in. The contact and address information is all on the first tab. Fill in all the relevant details such as Email, Phone #, Address etc. in the relevant columns.

add customers quickbooks

add customers quickbooks

 

Step 7 - Notes: Beside the Address tab, there is tab named “Notes”. It is a tab for free flow of information. Whatever important and relevant details you want to capture for the customer can be entered here.

add customers quickbooks

 

 

Step 8 - Tax Info: In this tab you can maintain the Tax information for a customer.

add customers quickbooks

 

Step 9 - Payment and Billing: In this tab the user can specify the preferred payment method, preferred delivery method, terms of payments and the type of currency (in case of international customers). You can also add an opening balance for the customer if it is not imported.

add customers quickbooks

 

Step 10 After filling in all the relevant details, click “Save”. It will save the customer details and will create the customer.

add customers quickbooks

You are now ready to send your invoice to that customer!

Click here on How to Create an Invoice in QuickBooks Online

 

B. Importing Customers

 

Step 1 - If you have a lot of customer to set up, you can easily import them from an excel sheet. If you click on the dropdown button beside “New customer”, it will show you the option to import customers.

add customers quickbooks

You can also click on the gear icon and select “Import data”, as shown in below screen.

add customers quickbooks

 

Step 2 A new screen will open. Click on “Customers”.

add customers quickbooks

 

Step 3 - The following screen will open:

add customers quickbooks

While importing the data, always follow the format as mentioned in the sample file. You can download the sample file from the link given, “Download a sample file”. 

 

Step 4 - Fill in the details regarding different customers and save the excel file. As learned earlier, only the name field is compulsory and all other field are optional.

add customers quickbooks

 

Step 5 - Now click on the browse button on the import customer screen.

add customers quickbooks

Step 6 - Locate and select the excel file with the customer details.

add customers quickbooks

 

Step 7 - Once the file is selected, click next

add customers quickbooks

 

Step 8 - On the next screen, map your excel fields with corresponding QuickBooks fields and click next.

add customers quickbooks

 

Step 9 - On the next screen, validate your data and click on Import.

add customers quickbooks

All of your customers on the excel sheet will be imported. When it is finished importing, you will get a message stating that it was successful.
 
Now, your customers are all set! Click here to learn more on How to Create an Invoice in QuickBooks Online
 
 
 
 
 
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