How to add a customer - Zoho Books

A customer is a person who buys goods or services from your business. You must add customers to your Zoho organisation for you to seamlessly create sales transactions like invoices or sales orders.

There are two main ways of adding customers to Zoho Books. You can either - create them manually from the Customer creation page or import your customers' list into Zoho Books in bulk. This video shows you what to do in each case.

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