Manage customers
Add customers to start invoicing and collecting payments from them.
Jump to:
Add a customer
- Select Contacts
- Select Add Contact
- Select Add Customer
- Enter your customer's details
- Select Save
Edit a customer
- Select Contacts
- Select the customer you want to edit
- Select Edit
- Edit the necessary details
- Select Save
Delete a customer
- Select Contacts
- Select the customer you want to delete
- Select More actions
- Select Delete customer
- Select Confirm
Restore a deleted customer
- Select Contacts
- Select the drop down arrow next to Vendors
- Select Customers
- Select the drop down arrow next to Active
- Select Inactive
- Select the inactive customer
- Select Undelete
Get Paid (Receivables) View all
QuickBooks Online View all
QuickBooks for Windows View all
NetSuite / Intacct View Intacct View NetSuite