---
title: Creating Customers
description: Customers can be created in Acctivate an QuickBooks and then synced to the other system. We suggest creating customers in Acctivate due to the ability to utilize more Acctivate specific fields. Check out this article for links to our training guide.
---

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3. [Customers](https://hub.acctivate.com/articles/customers?hsLang=en#customers)

April 10, 2025

# Creating Customers

## Customers can be created in Acctivate an QuickBooks and then synced to the other system. We suggest creating customers in Acctivate due to the ability to utilize more Acctivate specific fields. Check out this article for links to our training guide.

Acctivate offers multiple methods of creating customers for use in the system. We suggest creating Customers in Acctivate as QuickBooks cannot assign branches, pricing or contacts. 

We offer five ways separate ways to create a customer:

1. [From the Customer List.](https://acctivate.com/training/create-new-customer/#list)
2. [From the Edit Customer Window.](https://acctivate.com/training/create-new-customer/#edit-window)
3. [From Quote or Order window.](https://acctivate.com/training/create-new-customer/#order-window)
4. [From a contact on a Business Activity.](https://acctivate.com/training/create-new-customer/#business-activity)
5. [Via the Import Data tool.](https://acctivate.com/training/import-customers/)

 

- [Getting Started](https://hub.acctivate.com/articles/getting-started?hsLang=en#main-content)
  
  
  
  
  
    - [Basics](https://hub.acctivate.com/articles/getting-started?hsLang=en#basics)
    - [User Interface](https://hub.acctivate.com/articles/getting-started?hsLang=en#user-interface)
    - [Manager windows](https://hub.acctivate.com/articles/getting-started?hsLang=en#manager-windows)
    - [List windows](https://hub.acctivate.com/articles/getting-started?hsLang=en#list-windows)
    - [Transaction windows](https://hub.acctivate.com/articles/getting-started?hsLang=en#transaction-windows)
    - [License and Users](https://hub.acctivate.com/articles/getting-started?hsLang=en#license-and-users)
    - [Email](https://hub.acctivate.com/articles/getting-started?hsLang=en#email)
    - [Getting Help](https://hub.acctivate.com/articles/getting-started?hsLang=en#getting-help)
- [Installation](https://hub.acctivate.com/articles/installation?hsLang=en#main-content)
  
  
  
  
  
    - [Acctivate](https://hub.acctivate.com/articles/installation?hsLang=en#acctivate)
    - [Database Server](https://hub.acctivate.com/articles/installation?hsLang=en#database-server)
    - [Mobile WMS Setup](https://hub.acctivate.com/articles/installation?hsLang=en#mobile-wms-setup)
    - [Software Updates](https://hub.acctivate.com/articles/installation?hsLang=en#software-updates)
    - [Email Setup](https://hub.acctivate.com/articles/installation?hsLang=en#email-setup)
    - [Remote Access](https://hub.acctivate.com/articles/installation?hsLang=en#remote-access)
- [Configuration](https://hub.acctivate.com/articles/configuration?hsLang=en#main-content)
  
  
  
  
  
    - [Basics](https://hub.acctivate.com/articles/configuration?hsLang=en#basics)
    - [Users](https://hub.acctivate.com/articles/configuration?hsLang=en#users)
    - [Company Info](https://hub.acctivate.com/articles/configuration?hsLang=en#company-info)
    - [Customers](https://hub.acctivate.com/articles/configuration?hsLang=en#customers)
    - [Sales Orders](https://hub.acctivate.com/articles/configuration?hsLang=en#sales-orders)
    - [Inventory](https://hub.acctivate.com/articles/configuration?hsLang=en#inventory)
    - [Custom Fields](https://hub.acctivate.com/articles/configuration?hsLang=en#custom-fields)
    - [Email Message Templates](https://hub.acctivate.com/articles/configuration?hsLang=en#email-message-templates)
    - [Services](https://hub.acctivate.com/articles/configuration?hsLang=en#services)
- [Inventory](https://hub.acctivate.com/articles/inventory?hsLang=en#main-content)
  
  
  
  
  
    - [Products](https://hub.acctivate.com/articles/inventory?hsLang=en#products)
    - [Costing](https://hub.acctivate.com/articles/inventory?hsLang=en#costing)
    - [Prices and Units](https://hub.acctivate.com/articles/inventory?hsLang=en#prices-and-units)
    - [Warehouses and Locations](https://hub.acctivate.com/articles/inventory?hsLang=en#warehouses-and-locations)
    - [Lot Numbers](https://hub.acctivate.com/articles/inventory?hsLang=en#lot-numbers)
    - [Inventory Manager](https://hub.acctivate.com/articles/inventory?hsLang=en#inventory-manager)
    - [Receipts](https://hub.acctivate.com/articles/inventory?hsLang=en#receipts)
    - [Assemblies](https://hub.acctivate.com/articles/inventory?hsLang=en#assemblies)
    - [Kits and Assortments](https://hub.acctivate.com/articles/inventory?hsLang=en#kits-and-assortments)
    - [Landed Cost](https://hub.acctivate.com/articles/inventory?hsLang=en#landed-cost)
    - [Transfers](https://hub.acctivate.com/articles/inventory?hsLang=en#transfers)
    - [Adjustments](https://hub.acctivate.com/articles/inventory?hsLang=en#adjustments)
    - [Counts](https://hub.acctivate.com/articles/inventory?hsLang=en#counts)
    - [Reports](https://hub.acctivate.com/articles/inventory?hsLang=en#reports)
- [Purchasing](https://hub.acctivate.com/articles/purchasing?hsLang=en#main-content)
  
  
  
  
  
    - [Purchase Orders](https://hub.acctivate.com/articles/purchasing?hsLang=en#purchase-orders)
    - [Purchase Order Manager](https://hub.acctivate.com/articles/purchasing?hsLang=en#purchase-order-manager)
    - [Purchase Invoices](https://hub.acctivate.com/articles/purchasing?hsLang=en#purchase-invoices)
    - [Vendors](https://hub.acctivate.com/articles/purchasing?hsLang=en#vendors)
- [Customers](https://hub.acctivate.com/articles/customers?hsLang=en#main-content)
  
  
  
  
  
    - [Customers](https://hub.acctivate.com/articles/customers?hsLang=en#customers)
    - [Locations](https://hub.acctivate.com/articles/customers?hsLang=en#locations)
    - [Credit & Terms](https://hub.acctivate.com/articles/customers?hsLang=en#credit-terms)
    - [Pricing](https://hub.acctivate.com/articles/customers?hsLang=en#pricing)
    - [Broadcast Email](https://hub.acctivate.com/articles/customers?hsLang=en#broadcast-email)
- [Sales](https://hub.acctivate.com/articles/sales?hsLang=en#main-content)
  
  
  
  
  
    - [Orders](https://hub.acctivate.com/articles/sales?hsLang=en#orders)
    - [Sales Order Manager](https://hub.acctivate.com/articles/sales?hsLang=en#sales-order-manager)
    - [Picking](https://hub.acctivate.com/articles/sales?hsLang=en#picking)
    - [Drop Shipments](https://hub.acctivate.com/articles/sales?hsLang=en#drop-shipments)
    - [Sales Tax](https://hub.acctivate.com/articles/sales?hsLang=en#sales-tax)
    - [Packaging](https://hub.acctivate.com/articles/sales?hsLang=en#packaging)
    - [Shipping](https://hub.acctivate.com/articles/sales?hsLang=en#shipping)
    - [Invoices](https://hub.acctivate.com/articles/sales?hsLang=en#invoices)
    - [Payments](https://hub.acctivate.com/articles/sales?hsLang=en#payments)
    - [Credits](https://hub.acctivate.com/articles/sales?hsLang=en#credits)
- [Business Activities](https://hub.acctivate.com/articles/business-activities?hsLang=en#main-content)
  
  
  
  
  
    - [Business Activities](https://hub.acctivate.com/articles/business-activities?hsLang=en#business-activities)
    - [Business Alerts](https://hub.acctivate.com/articles/business-activities?hsLang=en#business-alerts)
- [QuickBooks](https://hub.acctivate.com/articles/quickbooks?hsLang=en#main-content)
  
  
  
  
  
    - [Basics](https://hub.acctivate.com/articles/quickbooks?hsLang=en#basics)
    - [QuickBooks Online](https://hub.acctivate.com/articles/quickbooks?hsLang=en#quickbooks-online)
    - [QuickBooks Desktop](https://hub.acctivate.com/articles/quickbooks?hsLang=en#quickbooks-desktop)
- [Mobile WMS](https://hub.acctivate.com/articles/mobile-wms?hsLang=en#main-content)
  
  
  
  
  
    - [Basics](https://hub.acctivate.com/articles/mobile-wms?hsLang=en#basics)
    - [Picking](https://hub.acctivate.com/articles/mobile-wms?hsLang=en#picking)
    - [Receiving](https://hub.acctivate.com/articles/mobile-wms?hsLang=en#receiving)
    - [Counts](https://hub.acctivate.com/articles/mobile-wms?hsLang=en#counts)
    - [Assemblies](https://hub.acctivate.com/articles/mobile-wms?hsLang=en#assemblies)
- [Web Store Integrations](https://hub.acctivate.com/articles/web-store-integrations?hsLang=en#main-content)
  
  
  
  
  
    - [Basics](https://hub.acctivate.com/articles/web-store-integrations?hsLang=en#basics)
    - [Templates and Options](https://hub.acctivate.com/articles/web-store-integrations?hsLang=en#templates-and-options)
- [EDI](https://hub.acctivate.com/articles/edi?hsLang=en#main-content)
  
  
  
  
  
    - [Basics](https://hub.acctivate.com/articles/edi?hsLang=en#basics)
    - [Orders - 850](https://hub.acctivate.com/articles/edi?hsLang=en#orders-850)
    - [Shipments - 856](https://hub.acctivate.com/articles/edi?hsLang=en#shipments-856)
    - [Invoices - 810](https://hub.acctivate.com/articles/edi?hsLang=en#invoices-810)
    - [Warehouse - 940/945](https://hub.acctivate.com/articles/edi?hsLang=en#warehouse-940-945)
- [Reports](https://hub.acctivate.com/articles/reports?hsLang=en#main-content)
  
  
  
  
  
    - [Basics](https://hub.acctivate.com/articles/reports?hsLang=en#basics)
    - [Standard Reports](https://hub.acctivate.com/articles/reports?hsLang=en#standard-reports)
    - [Crystal Reports](https://hub.acctivate.com/articles/reports?hsLang=en#crystal-reports)
    - [Excel](https://hub.acctivate.com/articles/reports?hsLang=en#excel)
- [Database](https://hub.acctivate.com/articles/database?hsLang=en#main-content)
  
  
  
  
  
    - [Basics](https://hub.acctivate.com/articles/database?hsLang=en#basics)
    - [Backup & Restore](https://hub.acctivate.com/articles/database?hsLang=en#backup-restore)
    - [Microsoft SQL Server](https://hub.acctivate.com/articles/database?hsLang=en#microsoft-sql-server)
    - [Imports](https://hub.acctivate.com/articles/database?hsLang=en#imports)
- [Troubleshoot](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#main-content)
  
  
  
  
  
    - [General](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#general)
    - [Installation](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#installation)
    - [Inventory](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#inventory)
    - [Purchasing](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#purchasing)
    - [Sales](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#sales)
    - [Shipping](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#shipping)
    - [QuickBooks Desktop](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#quickbooks-desktop)
    - [QuickBooks Online](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#quickbooks-online)
    - [Mobile WMS](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#mobile-wms)
    - [Web Store Integration](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#web-store-integration)
    - [EDI](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#edi)
    - [Reports](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#reports)
    - [Database](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#database)
    - [Imports](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#imports)
    - [Email](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#email)
    - [Integrations](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#integrations)

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