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.

Please note that only the mobile contact number that you enter for your new customer in QuickBooks will sync to the Onsight app. If you would like to add additional contacts for this new customer, they have to be added via the Onsight app.