Add new customers in QuickBooks Online

By setting up the customer information helps you create and send invoices quickly, track customer balances, and manage all details related to customers. Once they accept the connection request, you’ll be able to see their contact info. This syncs their business email, phone number, and mailing address on the network with their entry in your QuickBookscustomer list until you edit those fields. Synced fields show a link icon next to them insert icon here.

Normally, being able to create and assign customer types is available in all QuickBooks Online (QBO) versions. Then log back in to see if there is already an option appearing on your customers’ page. Depending on the nature of your business, you might want to set up sub-customer records. This functionality allows you to “nest” a customer or job under a “parent” customer. Check out our list of the 5 best client portals for accounting firms to help you choose which servic… Foyer offers an easy and effective solution called Forms.

• This guide will walk you through step by step, ensuring your financial records are shipshape and Bristol fashion.
• On the last step in importing the customer list, you should see the data you uploaded on a table.
• This functionality allows you to “nest” a customer or job under a “parent” customer.
• This overview gives you immediate insights into paid and outstanding bills.

QuickBooks Online Customer Management Made Easy (2025 Guide)

When creating a new Space, you’ll see a dialog similar to the one below. If you need to add a new client quickly, simply click the “Invite a new Client” button. Tracking and reviewing payments in QuickBooks can feel like checking off completed tasks from a to-do list—immensely satisfying.

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With Forms, you can effortlessly gather exactly the data you need by choosing from a variety of customizable fields (such as text fields, file uploads, and multiple-choice options). When interacting with other businesses, you’ll often need to collect custom information—whether it’s feedback, onboarding details, or other important data. By clicking the edit icon (next to the page title), you can select exactly which users or groups have access to the page. Shared pages will appear under the recipients’ “Pages” tab. Staff members can collaborate directly within these knowledge base pages, while clients will have read-only access. To create knowledge base pages, simply head to the “Pages” section and click the “+” icon in the left drawer.

It also means you can see balances and history at a glance, making it easier to follow up on overdue invoices or spot your best customers. To set up your client portal, simply visit our onboarding wizard and enter your name, email address, and business name. You’ll have your own client portal up and running within just one minute—no commitment required.By default, your portal will be accessible via a Foyer subdomain (e.g., “example.usefoyer.com”). During onboarding, you’ll have the option to choose your desired subdomain.

Import Customers

Efficient AR management is critical for maintaining healthy cash flow, reducing bad debt and fueling… With any customer portal, white-labeling is essential for aligning the portal with your own brand identity. White-labeling helps your clients easily recognize your brand and builds trust by showing them your customer portal is official and trustworthy. Beyond trust, there are several other great benefits to white-labeling as well.

You’ll notice also the customer clicked on the information you see on the right side of the screen has to do with that customer or that particular job if you’re clicked on a job. Let’s go ahead and get started here with section one where I show you how to set up some of those customers and jobs and then there will be a second part to this. Watch this QuickBooks 2019 training tutorial video, we will discuss the customer center to see how to set up a customer’s information. We will go through the sample file and explore the different options we can fill up in customer information page.

Why Use a QuickBooks Online Customer Portal?

• Being focused can be more effective and economical, since the bigger your target demographic is, the more expensive they will be to attract.
• Managing your customer list in QuickBooks Online doesn’t have to be a headache.
• By using QuickBooks to process ACH payments, you’re utilizing encrypted systems that add an extra layer of security to all your financial transactions.
• From there, navigate to ‘Payments,’ where you’ll find options to manage your payment methods.

To maintain security integrity, these logs are permanent and cannot be deleted, giving you a reliable way to revisit and review past events at any time. To get started, navigate to the “Forms” tab, select “Form Definitions,” and then click “Add Form.” If QuickBooks encounters an error while uploading the data, you should receive a notification. When the process has been completed, you will also see how many items were successfully uploaded. This way, your list stays clean without permanently deleting data, which helps with reporting down the line. Now let’s talk cleanup — removing or deactivating customers you no longer work with.

QuickBooks Support

Look for the customer name that needs editing and choose the Customer Details tab. You should find an Edit button before the New Transaction button. Click on the Edit button to bring up the Customer Information Form to make edits. For new businesses or companies who only deal with a few customers, it’s possible to add customers one at a time. You can do this through the New Customer button by following these steps. Add new customer profiles to the customer list to include them in future QuickBooks Online transactions, reports and invoices.

This means fewer manual errors and a more streamlined cash flow, which is a win-win situation for any business owner. We are now starting in module four where we’re going how to make your quickbooks customer to talk about working with customers and jobs. This will be the module where we start talking about your accounts receivable. Putting your customers first is the simplest way to create a winning strategy for a small business. Creating a customer-led business strategy is what small businesses can do best—don’t be afraid to focus on what makes you different! I’m so grateful to have my customers as my most trusted business advisors.

Sending and Receiving ACH Payments

First off, ACH payments are often cheaper than credit card transactions. They typically incur lower fees, meaning more money stays in your pocket. It’s like shopping during a discount season—or finding hidden treasures that keep your costs down. Imagine having a morning ritual that eliminates all the noise and makes you super productive. They simplify transactions and reduce processing time significantly, which is a huge relief in the bustling world of commerce.

You’re not only making things easier for yourself but also for your clients. Customer profiles are easy to edit as you get more information. Also, get in the habit of updating profiles when things change — such as a new contact person or billing address — to keep your records accurate.

Is Being Dictatorial Helping or Hurting Your Business?

Enter all relevant details, like the account name and description, and make sure they align with your actual credit card account details. Ensuring that this information is accurate from the get-go will minimize future headaches. Before we dive into the nitty-gritty of entering credit card purchases, it’s essential to grasp what credit card transactions involve in QuickBooks. In QuickBooks, credit card transactions are a record of your business expenses paid using a credit card. This is an essential component of your overall financial picture and helps in managing cash flow, budget planning, and expense tracking.

You’ll want to add a link in your website’s navigation bar that directs users either to your Foyer client login page or to your SafeDrop page (for secure file uploads). Groups can be added to your Space exactly the same way as individual clients. When you’re looking for an easier way to track customer accounts and send invoices to customers in Quickbooks, you have to add your customer information. Adding customer accounts is one of the first things to do after setting up your Quickbooks account. If you clicked on Save instead of adding more customer details, you need to go to the Customers tab.

Check out our guide on client portal names for helpful tips. Spending a little extra time setting up and maintaining customer profiles in QuickBooks pays off in the long run with improved accuracy, time savings and better insights. You’ll have faster answers when customers call and more accurate reports for marketing and decision-making purposes. Contact us with additional questions about managing customer records in QuickBooks or any other elements of this essential bookkeeping tool. Each profile page (or “homepage”) shows the customer’s contact information, transaction history, open estimates and account balance — all in one place.

All you would do is come to the bottom where it says Manage Notes and add a new note. You can put anything you want here in the Notes section. Also, notice I can run some reports down here if I want to. If you wanted to go to one of those particular transactions you just double click on it and it’ll take you right to that transaction. If I click the Map option it’s actually going to open Google Maps and give you a map to that particular address.