Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Home

  • Getting Started

    • Logging Into DesignSmart

      • Address Book

        • AI Tools

          • Budgets

            • Client Deposits

              • Client Invoice Payments

                • Client Portal

                  • Damaged Goods

                    • DesignSmart Companion

                      • Email

                        • Expediting (Order Tracking)

                          • Finishes

                            • Freight

                              • Images

                                • Inventory

                                  • Invoices

                                    • Items

                                      • Optional Modules

                                        • Overture

                                          • PaySmart

                                            • Personal Settings

                                              • Pick Lists

                                                • Products

                                                  • Projects

                                                    • Proposals

                                                      • Purchase Orders

                                                        • Reports

                                                          • Sales Tax

                                                            • Specifications

                                                              • System Settings

                                                                • Tasks

                                                                  • Technical Support

                                                                    • Templates

                                                                      • Timesheets

                                                                        • Training

                                                                          • Troubleshooting

                                                                            • Vendor Payments

                                                                              • Home
                                                                              • keyboard_arrow_right Optional Modules
                                                                              • keyboard_arrow_right QuickBooks Connector
                                                                              • keyboard_arrow_right QuickBooks Online
                                                                              • keyboard_arrow_right Working with Projects

                                                                              Adding Customers in QBO

                                                                               

                                                                              There are many great online resources available for learning QuickBooks Online. You can easily find a QuickBooks Online bookkeeper by clicking here.

                                                                              The steps below are not intended to be a comprehensive guide on how to add clients or customers to QBO, but rather a quick reminder sheet.

                                                                               

                                                                              Step 1: 

                                                                              Click on Sales on the left menu bar

                                                                              Step 2: 

                                                                              Click on Customers on the top menu bar
                                                                               

                                                                              Step 3: 

                                                                              Click New Customer button on the right

                                                                              Step 4: 

                                                                              Enter the necessary information in the Customer Information popover shown below

                                                                               

                                                                               

                                                                              Was this article helpful?

                                                                              sentiment_satisfied

                                                                              Yes

                                                                               sentiment_dissatisfied

                                                                              No

                                                                              © 2025 DesignSmart All rights reserved.

                                                                              Knowledge Base Software powered by Helpjuice

                                                                              Expand