Go to More, tap Customers and suppliers and tap + to get started.
Choose Customer or Supplier and enter their details.
Choose Individual if it’s a person, or Business.
Enter their Email and Phone so you can get in touch or email them an invoice. You can add multiple email addresses.
Enter the Billing information. For customers, this is where your invoices are sent, and for suppliers it’s where their bills are sent from. You can also enter a contact person’s details.
Enter the Shipping information (if different to billing information). For customers, this is where purchased goods and services are sent and for suppliers, it’s where their goods and services are sent from. You can also enter a contact person’s details.
Enter or search for their ABN. If the ABN is invalid, you’ll see a red cross.
Store a supplier’s bank information that you can use to pay them using your online banking.
FAQs
Do I need a customer or supplier for every transaction?
You’ll need a customer for every invoice, but a supplier is only needed for upcoming expenses. If it’s a paid expense, you can choose to include a supplier, but adding one can make it easier to find the expense later.