This article explains how to add a new customer to QuickBooks Online
To add a customer to QuickBooks, follow these simple steps.
- Navigate to the Get Paid and Pay tab
- Click on Customers.
- Select New Customer.
In this section, you can input all the necessary customer information.
QuickBooks is a great tool for calculating sales taxes. The software automatically calculates sales taxes based on the billing or shipping address, depending on your state's regulations.
Additionally, you have the option to add attachments and notes in QuickBooks. This can help keep track of important documents or add any relevant information.
You can set a default for payments. For example, if you want all invoices to be due upon receipt, you can set this as the default payment option.
Once you have entered all the necessary information, click save, and you will have successfully added a new customer in QuickBooks.