How to Add New People to a List in QuickBooks Online

By Elaine Marmel

You use the Customers, Vendors, and Employees links in the Navigation bar to work with, well, your customers, vendors, and employees. Here, you set up a new customer. Follow these steps to set up a new customer in QBO:

1Click Customers in the Navigation bar to display the Customers page shown.

The steps are the same to set up a new vendor or a new employee; you just start by clicking the appropriate link in the Navigation bar.

2Click the New customer button in the upper right corner of the screen.

QBO displays the Customer Information dialog box.

3Type the requested information and click Save.

QBO saves the customer and redisplays the Customers page. The new customer now appears in the list.

You can make any list entry inactive. Click that entry in the appropriate list, and then click Edit on the page that appears. In the dialog box that opens, click the Make Inactive button that shows up in the lower left corner of the dialog box, beside the Cancel button.