Adding and Removing Customers in QuickBooks Online

If you are tracking your clients in QuickBooks, you need to know how to add clients to QuickBooks and how to inactivate them.

To add a client to QuickBooks Online:

  1. Click on sales on the left side of the screen
  2. Click on customer on the top menu bar
  3. To add a customer
    1. Click on the green button labeled New Customer
    2. Enter the customer information
    3. Display name as is the only mandatory field
    4. Click on save

To hide a client in QuickBooks Online:

  1. To remove a customer
    1. Find the customer in the list
    2. Click on their name
    3. Click on edit
    4. Click on make inactive
    5. Click save

Click here to download these instructions as PDF

Click here for a link to the QuickBooks Online sample file / sandbox