Adding and Removing Customers in QuickBooks Online

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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

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This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.

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