How to Add Customers in QuickBooks

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In Brief...

Once you finish your initial company setup with Express Start, you can add new customers over time. Customer information can be added through the Customer Center, by importing from Microsoft Outlook and other programs, or by using the Quick Add feature as you record transactions. To add a customer through the Customer Center, follow these seven steps.

This feature works the same in versions 2011–2016 of QuickBooks.

Instructions

  1. Click the Customers icon.

  2. In the Customer Center, click New Customer & Job and select New Customer.
    Add New Customer

  3. In the New Customer dialog box, on the Address Info tab, enter customer name, addresses, and contact information.
    New Customer Dialog Box

  4. Select the Additional Info tab and enter details like customer category, payment terms, and price level, and define custom fields if needed.
    Additional Info Tab

  5. Select the Payment Info tab and enter customer account number, credit limit, and preferred payment method.
    Payment Info Tab

  6. Select the Job Info tab and enter details about job status, job dates, and job description, if applicable.
    Job Info Tab

  7. To save the new customer, click OK.

Author: Lee Fifield

Lee is a writer, editor, and technology evangelist. Lee received her undergraduate degree in Communications from Ithaca College.

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