SOP: Creating a New Customer in IES

Learn how to create a new customer in QuickBooks with this easy step-by-step tutorial. Includes tips for organizing customer numbers, entering details, and communicating with your team.

April 10, 2026 By Jessica Esslinger

In this guide, we'll learn how to create a new customer in QuickBooks when you receive a request by email. This process helps keep customer records organized and ensures that all necessary details, such as customer number, group code, and sales representative, are entered correctly.

You'll also see how to confirm the new customer entry and notify the requester.

Let's get started

Okay. For this video, we will go over creating a new customer in QuickBooks. Occasionally, Marcy or Gail will send an email about a new customer request. They may mention Sage, but they actually mean QuickBooks. If that happens, you will receive an email like this.

This is specifically from Gail. She will provide the name, group code, address, and the salesperson.

Step #3: Drag "I need a McDonald" — Drag "I need a McDonald"

Step #4: Click on "2600 W. Big Beaver" — Click on "2600 W. Big Beaver"

Step #5: Click on "Address = 2600 W. Big Beaver ," — Click on "Address = 2600 W. Big Beaver ,"

First, go to IS Manageability.

From here, go to Customers.

Step #7: Click on "Customers" — Click on "Customers"

Next, we need to create a new customer. On the left-hand side, go to Customers under Customer Hub.

Step #8: Click on "Customers" — Click on "Customers"

First, I like to export this quickly.

I like to keep everything organized in alphabetical order.

First, I will look at the company name.

Step #13: Click on "Enable Editing" — Click on "Enable Editing"

Step #14: Click on "Clinton" — Click on "Clinton"

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Type "Ctrl + A"

Step #16: Click on "ab Wrap Text" — Click on "ab Wrap Text"

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Type "Ctrl + A"

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Type "Ctrl + A"

Step #19: Double-click here — Double-click here

I will scroll down to the Ms because the customer that needs to be created is M.

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Type "Ctrl + F"

Step #25: Click on "Close" — Click on "Close"

Step #27: Drag "I need a McDonald" — Drag "I need a McDonald"

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Type "Ctrl + C"

I'm going to scroll L-M-M-M-M-M-M.

I've already created it, but this is just an example.

Step #32: Click on "766" — Click on "766"

Let's say I didn't create it.

Step #33: Click on "Meadowbrook Claim Service" — Click on "Meadowbrook Claim Service"

Step #34: Click on "McDonald" — Click on "McDonald"

I would look at the Ms right here, and that's how I will create the customer number.

Step #35: Drag "755 M0006" — Drag "755 M0006"

Step #36: Click on "776 BR103" — Click on "776 BR103"

I can see that there is really no M-0004.

Step #38: Click on "Meadowbrook Claim Service" — Click on "Meadowbrook Claim Service"

You can also sort by name, which is the customer number here, to check if there is any M number that hasn't been used.

Step #39: Double-click here — Double-click here

Step #40: Click on "Manageability IME" — Click on "Manageability IME"

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Type "Ctrl + A"

Step #42: Right-click on "USA" — Right-click on "USA"

Step #43: Double-click here — Double-click here

Step #45: Click on "Company name" — Click on "Company name"

Step #48: Double-click on "695 M0004" — Double-click on "695 M0004"

In this example, M-0-0-0-4 was not used, so I will use it for the customer number.

Go to New Customer.

Step #54: Click on "New customer" — Click on "New customer"

The company name appears here and will be displayed there. You'll just paste it.

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Type "Ctrl + V"

Company display name is this name here. It needs to be the actual customer number, which was M-0004.

Step #57: Click on "Customer display name *" — Click on "Customer display name *"

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Type "Ctrl + A"

It will automatically update the print on checks.

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Type "M0004"

Step #62: Drag "Name to print on checks" — Drag "Name to print on checks"

I will copy and paste the company name here.

Step #64: Click on "Baas & Livingston" — Click on "Baas & Livingston"

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Type "Ctrl + A"

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Type "Ctrl + C"

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Type "Ctrl + V"

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Type "Ctrl + V"

Sometimes you may receive information such as an email or address here. In this case...

I will scroll down.

Step #72: Drag "Salesperson = John Bradley" — Drag "Salesperson = John Bradley"

Gail has said it is group code CM, which stands for Case Management, the customer type.

Do not forget this part because we use it for many different reasons.

Step #75: Click on "Group Code = CM" — Click on "Group Code = CM"

Under additional info, customer type is Case Management.

And then, a customer number. I will enter M-0-0-0-4.

Then, for the sales rep, there is a dropdown.

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Type "Ctrl + V"

We will choose John Bradley. Then click Save.

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Type "M0004"

Since it's already there, I won't click Save.

Step #85: Click on "Company Account" — Click on "Company Account"

I will quickly search for this customer.

Step #88: Click on "Yes" — Click on "Yes"

After you click Save, it will appear like this.

I like to quickly take a screenshot and capture it.

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Type "m0004"

Step #91: Click on "M0004 | McDonald" — Click on "M0004 | McDonald"

In my email, as I did here, I'll inform her that the customer was created and attach the screenshot.

Step #93: Click on "Capture" — Click on "Capture"

Step #95: Click on "From" — Click on "From"

That's all you need to do. For Marcy, she mainly codes. Let's see. Marcy is mainly used for customer codes.

Step #96: Double-click on "gayle customer" — Double-click on "gayle customer"

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Type "marci + Enter"

Step #98: Drag "marci customer" — Drag "marci customer"

I will stop this video and start a new one for customer codes.

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Type " new + Enter"