Step by Step Guide to Using QuickBooks


How to Setup a Customer in QuickBooks

To setup your customer in QuickBooks Online:

  • Go to the Customers in the left menu bar, then click New customer at top right of screen.
  • Fill in all pertinent fields, and click Save. The information you enter here will be automatically added to your Invoices when you create them for each customer. Also, if you will be emailing Invoices to your customer, you should input their email addresses here as well. You will be able to add the email directly when creating the Invoice as well.
  • Click Save.

Customer Setup & Management



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1099 Setup & Printing

Banking Setup & Management

Company Setup & Management

Employee Setup & Management

Customer Setup & Management

Vendor Setup & Management

Payroll Setup & Management

Deposits & Undeposited Funds

Financial Statements & Reports

Reimbursements & Investments

Invoicing & Receivables

Bookkeeping 101


Third-Party Applications

Preferences & Customization

C.O.A Setup & Management