How to Add/Create New Customer in Quick Books?

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How to Add/Create New Customer in Quick Books?

Multiple Ways to add Customers in Quick Books

Follow the navigation to open the customer form:

Go to -> Customers TAB -> Customer Center -> New Customer & Job -> New Customer

This window will open, follow the steps given below to create new customer.

Click on “New Customer” and fill the all Tabs in the following way to complete creation of customer process. All fields are not mandatory and can be filled at any time later.


Fill up the Tabs provided in customer form.

Address Info TAB:

Add the Customer details and Company details of customer, add “Bill To” and “Ship To” Address, it can be same or different as normally Items are Shipped to Warehouses and Invoices/Bills are sent to Head Office

Additional Info TAB:

§  In Additional Info Tab add the information as you want to categorize this customer i.e., Customer Type: it can be based on Cities, Product/Service Nature, Gold/silver etc.

§  Select payment terms for this customer

§  Select the Sale Representative dealing with Customer and tracking sales

§  Choose preferred method for sending documents

§  Select the taxability of customer either tax applies on this customer or Exempt.

Price Levels means different prices for same items/services for different customers. E.g., potential buys can get discounted price as well as company employees get subsidized prices.

Customer Fields can be created for customer which are necessary and not available in default form. These custom fields will also help in getting reports and filtering data.

Payment Info TAB:

In Payment info TAB add different payment modes and card related information

Job Info TAB:

In Job Info TAB, projects and job based related info will be added for tracking of job statuses.

Press Save & Close to create the Customer, you can edit it on the same screen by double clicking the customer.

Other Ways to Add Customers

Another Shortcut is also available to Create Customer using documents related to customer like:

Estimates, Sale Order, Create Invoice, Create Sales Receipt, Receive Payments, Customer Credit Memo

Journal Entry, Write Checks etc.

When you type name of customer and it is not available in list, on Tab button or enter button press system shows popup for quick add. You can add this way also. In case of common documents like journal entry you have to choose entity type first.

Import of Customers/Add Edit Multiple Customers Entries

Open Add/Edit Multiple List Entries using the navigation:

List TAB -> Click on Last option in list module Add/Edit Multiple List Entries

Select Customers from dropdown list.

Customize columns as per your customer’s data and copy column wise data from excel sheet and paste on each respective column in system. Save the form and you are done. In case of any error system will highlight in red the issues in data upload.


Thank You!

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