How do you add a new customer in Quickbooks Online?

Answer 1

You can add a new customer in QBO by clicking on the Sales tab > Customers. You can click new button in the upper right corner.

1. Title
2. First Name
3. Middle Name
4. Last Name
5. Suffix
6. Email
7. Phone
8. Website
9. Company Name
10. Billing Address
11. Shipping Address
12. Notes
13. Tax Information (Exemption Details)
14. Preferred payment method (Cash, Check, Credit Card)
15. Preferred delivery method (print later, send later, none)
16. Terms (Due on Receipt, Net 15, Net 30, Net 60, other)
17. Opening Balance
18. Attachments (Maximum size for each is 25MB
19. Make Inactive