Navigate to [https://app.qbo.intuit.com/app/homepage](https://app.qbo.intuit.com/app/homepage)

Name and contact
Title
First name
Middle name
Last name
Suffix
Company name
Customer display name *
Email
Phone number
Mobile number
Fax
Other
Website
Name to print on checks
Is a sub-customer
Addresses
Billing address
Street address 1
Street address 2
Add lines
City
State
ZIP code
Country
Preview address
Shipping address
Same as billing address
Notes and attachments
Notes
Attachments
Add attachment
Max file size: 20 MB
Payments
Primary payment method
View Choices
Terms
Sales form delivery options
Language to use when you send invoices
Additional info
Customer type
Taxes
Exemption details
Opening balance

Opening balance
As of
Tuesday October 24, 2023This is the current date
Privacy

Adding in a customer type will help when running reports you can sort by customer type. (Wholesale vs Retail, customers in different states, different departments, etc.)

How to Add a Customer to QBO