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Add customer name

adding your customers to QuickBooks makes it easier for you to invoice them and see who owes you money let's go over the customers list and look at two ways to add customers to QuickBooks then we'll show you what info shows up in an invoice first select sales and customers to see the customers list this shows you all of your customers and what they owe you you can filter this list by estimates overdue invoices all invoices or who's paid you recently select a customer to see the transactions that you had with them select edit to update any of their contact information to add a customer to QuickBooks select new customer enter the customers name and whatever other information you might need you can always add more information later the only required field is display name as it's a unique name you give to the customer to track their open balance and other information you can use the same name you use to create their profile or give them a new one now that we've covered the basics let's look at what else you can do tax info allows you to enter exemption details if the customer is exempt from sales tax under payment and billing you can assign custom terms for the customer this tells your customer how many days they have to pay you when you send them an invoice if you don't change it here it will get your default payment terms you can select the language of the invoice for your customer and add an attachment once you finish entering in your customers information select save if you need to add several customers instead of entering them in one by one you can import their info from a spreadsheet go to the customer list and select import customers the spreadsheet like next then map the fields in your spreadsheet with the fields and QuickBooks select next if everything looks good select import and all these customers will be added to QuickBooks you can see the customers we just added here in the list want to change the info that appears on a customer list select the gear icon and check the box for the columns you want to see on the list now that you have customer information in QuickBooks whenever you create a transaction for them QuickBooks automatically populates many transaction fields for you for example if we create a new invoice and select one of our new customers we can see that all the customer information and terms are automatically filled in so now you just need to fill in what you sold them and the amount start any customers to your QuickBooks and make it easy to get paid and see who owes you money you