How do I create a new customer in Sage Intacct?
If you are a business owner or accountant, you may need to create a new customer in Sage Intacct in order to track customer information, invoices, and payments. This is especially important if you are dealing with multiple customers and need to keep track of their financial information. Creating a new customer in Sage Intacct can help you stay organized and ensure that you are accurately tracking customer information.
Grace Everwood
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9 steps
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26 seconds
Sageintacct
1
Go to [https://www.sageintacct.com/](https://www.sageintacct.com/)
2
Enter your username and password and click the “Login” button.
3
Click the “Customers” tab.
4
Click the “Create” button.
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Enter the customer’s name in the “Customer Name” field.
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Enter the customer’s address in the “Address” field.
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Enter the customer’s contact information in the “Contact” field.
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Enter the customer’s payment terms in the “Payment Terms” field.
9
Click the “Save” button.