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psellick8
February 6, 2022
Question

How to add new customer full details?

  • February 6, 2022
  • 1 reply
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Im not sure if i've altered settings, but now when i add a customer it brings up a box on the right hand side instead. This also now means i cant add a title for the customer. I feel it looks a bit more professional to be Mr Any Body, rather than Any Body. Is there a way to go back to the old style of inputting customers?

1 reply

Rubielyn_J
Rubielyn_J
February 6, 2022

I can help you add a new customer with full details, @psellick8.

 

In QuickBooks Online, you have the option to enter the complete details of your customer just like its title. There are two ways how to do it. You can go to the Customers tab or simply add it when creating a sales transaction. 

 

With the new interface in creating a new customer, simply click the Show more dropdown menu. By doing so, the option to add the Title will show on the page. See the screenshot below for your reference: 




 

Additionally, I've attached an article that you may find relevant on how to manage your customer lists in QuickBooks: Edit, delete or merge customers in QuickBooks Online.

 

Should you need further assistance with adding the customer or anything else, please let me know. I'll be happy to help you. Cheering you for continued success.

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