Optional Modules > QuickBooks Connector > QuickBooks Online > Working with Projects | Adding Customers in QBO

Adding Customers in QBO

[There are many great online resources available for learning QuickBooks Online and you can easily find a QuickBooks Online bookkeeper by clicking here.

The steps below are not intended to be a comprehensive guide on how to add clients or customers to QBO, but rather a quick reminder sheet.]

 

 

Step 1Click on Sales on the left menu bar

 

Step 2 Click on Customers on the top menu bar

 

Step 3 Click New Customer button on the right

 

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Step 4Enter the necessary information in the Customer Information popover shown below

 

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