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Maqsood-Ul-Hasan-Khan
Level 1

when we apply chart of account template into QB, so client is not appearing , can anybody how to create client into QB

 
1 Comment 1
GianSeth_A
QuickBooks Team

when we apply chart of account template into QB, so client is not appearing , can anybody how to create client into QB

That's because the Chart of Accounts is a list of your company's accounts (like Sales, Rent, etc.), while clients are the people or businesses you invoice. It is also considered part of your customer list.

 

To add your clients to QuickBooks, you'll need to complete them manually. There are two ways to do this.

 

If you only have a few clients to add, here are the steps:

 

  1. Hover over the Sales menu on the left and select Customers.

    Totoy bibo.jpeg.png

  2. If you need to add just a few clients, you can click New Customer and enter their details one by one.
  3. Once you've entered all the necessary information, click Save.

 

However, if you have a big list of clients to add, use the Import Customers option. From there, you can upload a CSV or Excel file with your client information to add them in bulk.

totoy bibo.jpeg.3.0.pngTotoy bibo 2.0.jpeg.png


If you have questions or concerns, let us know in the comments. We'll ensure to answer everything.