How do you create a new customer in QuickBooks Online?

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The method to create a new customer in QuickBooks Online is found in the "Sales" menu, where you select "Customers," and then click on "New Customer." This process is by design to ensure that all customer information is centralized in one section that specifically relates to sales transactions. QuickBooks Online organizes its features into distinct categories, which makes tasks like managing customers streamlined and straightforward.

When you follow this pathway, you gain access to forms that are tailored for inputting customer details, such as their name, contact information, and payment terms. This is essential not just for organizing your data but also for enhancing customer relationship management as you can easily track invoices, payments, and other related communications directly linked to the customer's profile.

The other options involve navigating to areas that do not pertain to customer creation or management. For example, accessing "Expenses" and selecting "Vendors" is relevant only for managing suppliers rather than customers, and using the "Reports" section focuses on data analysis rather than data entry. Thus, the direct route through the "Sales" menu emphasizes the importance of keeping sales-related tasks consolidated and efficient within QuickBooks Online.

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