Creating a New Customer

Under Construction

This page under construction. Subject to change.

In QuickBooks, a customer record is used to store and track information about a our customers, such as contact details, payment terms, and transaction history. By maintaining accurate customer records, we can send accurate invoices, monitor outstanding balances, and improve our relationships with our customers.

What You’ll Need

  • Customer Name
  • Customer Address
  • Customer Phone number

before you Continue

Is QuickBooks open?

QuickBooks should be open and ready before proceeding. Check out QB: Getting Started if you need help.

Entering the Info

  1. Step one
  2. Step 2
    • Supporting info
  3. Step 3
    1. Sub-step 1
    2. Sub-step 2
    3. Sub-step 3
    4. Sub-step 4
  4. Step 4

Next Steps