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About this lesson

Customers are more than just a name. In this lesson, we'll discuss how to add your customers.

Quick reference

Adding a Customer

A customer is a person or a company who buys from you.

When to use

You are not required to use this; if your business tracks it's customers elsewhere or not at all, you won't use this feature. If you do wish to track your customers in QuickBooks, you will use this. 

Instructions

You can set up a customer in QuickBooks Online in a handful of ways, this guide will walk you through setting up the customer without combining it with other activities.

  1. In the left menu / gray bar, click on sales, then select customer
  2. In the upper right hand corner, click on the green button that says "new customer"
  3. A pop up will appear titled Customer Information, the only mandatory field is "display name as"

Hints & tips

  • The only mandatory field is display name, you're probably not going to use this as your Rolodex, don't worry about filling in all the fields unless you need this information to mail documents to your customer
  • It's important that you see and get comfortable with this screen if you are going to track your clients in QuickBooks. 
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  • 00:04 In this video, I'd like to show you how to add customers to your QuickBooks.
  • 00:08 This is going to look a lot like adding vendors.
  • 00:11 But this time we're going to add the detail we kind of consider to be optional
  • 00:15 when adding vendors.
  • 00:17 So let's go to our make believe customer list and
  • 00:20 talk about who's going to be buying stuff from us.
  • 00:22 So Cheesy Chester, they're going to buy a team building package.
  • 00:27 In this video, we're going to talk about how to add the customers and then later
  • 00:31 we'll go back and talk about how to add the things we're selling to our customers.
  • 00:35 On the left hand side of our QuickBooks, we're going to go to Sales,
  • 00:38 and then down to Customers.
  • 00:41 In the upper right-hand corner, we're going to click on the green New Customer.
  • 00:46 We're going to add the display name, Cheesy Chester,
  • 00:50 I come back and type it up here.
  • 00:54 I don't really think it matters which order you go in, I just sort of start with
  • 00:58 the display name, and then go back, and add first and last.
  • 01:02 Cheesy Chester, 345 Main Street,
  • 01:08 Seattle, Washington 101,
  • 01:13 we'll say cheesy@chester.com.
  • 01:19 All right, so we felt in all this, we can do other things if we wanted,
  • 01:23 we can make the most up customer.
  • 01:26 So maybe Cheesy Chester is an employee and it's a part of benefit of the company,
  • 01:31 and you can build them with their company.
  • 01:34 Better examples of that would be like, if you had multiple franchises, but
  • 01:38 all the bills go to headquarters, you could say location one, and location two,
  • 01:42 and so forth.
  • 01:43 Other things that you might choose to do for your customer is add a shipping
  • 01:48 address if appropriate, add notes if you want, add payment and billing.
  • 01:53 So if for example, if this customer they're kind of bad about paying,
  • 01:57 you want to make them always do upon receipt, you can do that here.
  • 02:01 So I'm going to click Save.
  • 02:03 What I have now is I have a list of things or
  • 02:05 a list of transactions pertaining to Cheesy Chester.
  • 02:08 There are none right now, but you can see how stuff will get added.
  • 02:12 If I want, I can add notes, so
  • 02:16 notes about Mr. C, and then click away.
  • 02:21 So let me go ahead and add a couple more customers, and just show you how it looks.
  • 02:26 So Gleeful Gizmo.
  • 02:28 Okay, just like we had for vendors.
  • 02:31 In the upper right-hand corner,
  • 02:33 it says new transaction rather than add a customer.
  • 02:35 To get back to that, I'm going to click on Customers on the left-hand side.
  • 02:40 If you don't see customer when you're doing this,
  • 02:43 it might be that you've clicked this kind of three lines and an arrow.
  • 02:48 I'm going to click the three lines and an arrow so
  • 02:50 you can see what it looks like when it's hidden.
  • 02:53 So now it's hidden, all they see is this three lines and an arrow, and
  • 02:56 I don't see the spot where it says customers.
  • 02:59 I can either click on that again, and go to Customers, and
  • 03:03 then New Customer, or let me go back to where I was.
  • 03:10 If I'm here and I don't see it, I forgot.
  • 03:11 I can always go Sales and then Customers,
  • 03:14 it'll magically take me back to this place.
  • 03:17 In the upper right-hand corner, I'm going to click on the green New Customer.
  • 03:24 Gleeful Gizmo.
  • 03:25 All right, you get the idea.
  • 03:29 And then I can put in any notes, and if this good stiff,
  • 03:33 if I want to edit Gleeful, I can go to the upper right-hand corner and
  • 03:37 edit them, and we can say they're part of Sunshine Enterprises.
  • 03:41 So anything you need to add feel free, super easy to go back and do that.
  • 03:46 Go to Sales, go to Customers, I can start to see my customer list coming together.

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