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How to Set Up Customers in QuickBooks Online?

135 Views • 09/24/21
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⁣Welcome to the video that talks about the process of add a new customer profile to QuickBooks Online. https://www.dancingnumbers.com/set-up-customers-in-quickbooks-online/?utm_source=youtube&utm_medium=video&utm_campaign=yogesh

#Add #Customers #QuickBooksOnline

Let us have a look at the steps in which one can add a customer to QuickBooks Online.

1⃣ Click the Sales Tab.
2⃣ From the Drop-down select Customers.
3⃣ You can select either importing the customer details or add customers.
4⃣ Fill in all the details.
5⃣ Fill in the notes, Tax Info, Payment and Billing details.
6⃣ Save all the details.

Once done, you can check the customer details and check them.

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