How to Add Customers to QuickBooks

A great way to start working in QuickBooks is to add your customers' contact info. You can import a spreadsheet all at once or add customers one at a time.

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Enter Your First Customer

Get to your list of customers by clicking on Invoicing and then on Customers. When you first go to customers, you can add a customer right away with just their name, phone number and email. You can edit the customer later to add more details.

Or Import Your Customer List

If you have a spreadsheet with your customers’ information, you can import the spreadsheet directly into QuickBooks.

Format Your Spreadsheet

Organize your spreadsheet to match the format shown below or in the sample file you downloaded. Make sure that your column titles and the order of your columns match this example.

Upload Your Spreadsheet

Click Browse and open your spreadsheet.

Map Your Spreadsheet to QuickBooks Fields

Now comes the interesting part—for each of the QuickBooks fields on the screen, choose one of your Excel columns. That column’s contents get imported into that QuickBooks field.

Review Your Data

Now you see all your data and where it’s going into QuickBooks. Make any changes you need and then click Import.

Enter a New Customer Manually

Click the New Customer button.

Fill Out the Customer's Details

The only required field is Display Name, but you can add as much information as you want.

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