How do I add a customer in QuickBooks?

  • Log into your QuickBooks Online account.
  • Select ‘Customers’ from the left-hand side menu.
  • Select ‘New Customer’.
  • The ‘Customer Information’ screen should display.
  • Complete all appropriate information about your new customer on this screen and select ‘Save’.
  • The newly created customer should now automatically sync to the Onsight app.