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1 reply

AlverMarkT
March 23, 2024

Hi there, Angelic. It's great having you here in the QuickBooks Community. 

 

I'd be glad to assist you in setting up a customer in your QuickBooks Online (QBO). 

 

  1. In your QBO account, go to Sales.
  2. Select Customers. 
  3. Select New customer.
  4. In the Customer display name field, enter what you want to display for the customer. (this is a required field)
  5. Then, review each section and enter any other important customer info.
  6. If the customer is tax exempt, go to the Additional info section and select the checkbox for This customer is tax exempt. Then, select why they’re tax exempt in the Reason for exemption ▼ dropdown.
  7. Select Save

 

For a more detailed guide to adding customers in QBO, you can refer to this article: Add and manage customers in QuickBooks Online.

 

If you're ready to create an invoice for the customer you've set up, let me add these articles as guides for creating invoices and receiving payments:

 

 

Keep us posted if you need further assistance adding customers in QBO. We'll do our best to assist. Take care.