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May 27, 2021
Question

I have 3 customers namely Surehkumar, persons are different . How to create 3 customers

  • May 27, 2021
  • 1 reply
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1 reply

May 27, 2021

Welcome aboard to the Community, suresh-kumar-pha.


I’ll help and share the steps on how to create your customers in QBO. Let’s go to the Customers page to add them.


Please know we’ll have to do this one at a time. It only takes a few clicks to get there.

 

  1. In your company, tap the Sales menu on the left panel and choose Customers.
  2. Tap the New customer button to open the Customer information screen.
  3. From there, enter your client’s data and make sure to key in the correct information.
  4. Once done, click the Save button.

 

Here’s an article that provides more insights into this process. It includes a video tutorial for visual reference: Add Customers.


Additionally, this guide contains solutions on how to resolve when your customer, supplier, or employee is using the same name: Error: The name supplied already exists.


Keep me posted if you have any clarifications or additional questions. I’ll get back to make sure you’re taken care of. Enjoy the rest of the day.