How to add Customers within Quickbooks

Step 1: Log in to QuickBooks Online

1. Launch your web browser and navigate to the QuickBooks Online login page.

2. Enter your login credentials (username and password) to access your account.

Step 2: Access the Customer Center

1. Once logged in, click on the "Sales" tab on the left-hand menu to access your "Customer" list.

Step 3: Add a New Customer

1. In the Customer Center, click on the "+ New Customer" button located at the top right corner of the page.

Step 4: Enter Customer Information

1. In the "Customer Information" form, enter the following details for the new customer:

   • Customer Name: Provide the full name of the customer or the company name.

   • Company Name (if applicable): If the customer represents a company, enter the company name.

   • Email: Add the customer's primary email address for communication.

   • Phone: Enter the customer's contact number.

   • Billing Address: Input the customer's billing address for invoicing purposes.

   • Shipping Address (if different): If the customer's shipping address is different from the billing address, enter it here.

Step 6: Tax Information (if applicable)

1. If your customer requires special tax treatment, you can enter their Tax ID or exemption details in the "Additional Information", "Taxes" section.

Step 7: Additional Notes (optional)

1. If there are any specific notes or comments about the customer that you'd like to record for internal reference, you can add them in the "Additional Notes" section.

Step 8: Save Customer Information

1. Review all the details you entered to ensure accuracy and completeness.

2. Click the "Save" button to create and save the new customer profile.

Step 9: Verify Customer Addition

1. To confirm that the new customer has been added successfully, go back to the Customer Center.

2. Locate the new customer's name in the list to verify that all the information is correctly recorded.

Step 10: Document Changes

1. As a best practice, document the date, time, and purpose of adding the new customer in your internal records or QuickBooks notes.

Please follow these guidelines carefully when adding a new customer in QuickBooks Online. By adhering to this SOP, you can maintain consistent and accurate customer records, leading to better customer relationship management and improved financial reporting.