Adding a CIS Contractor customer in QuickBooks online

Welcome to this brief guide on adding CIS customers to QuickBooks-online

First, sign in to your QuickBooks-Online account through a web browser

You can do this on any device, such as a tablet, PC or laptop, and even your phone, just as long as you remain in the web browser and do not allow your device to divert you to the App. 

A link to sign in to QuickBooks online is below. 

It is by far easiest to do this on a Tablet, PC or laptop

Unfortunately, it is not possible to add a CIS customer or send a CIS invoice through the QuickBooks app right now, although full native CIS in-app functionality will be coming soon

Once you are signed in to QuickBooks on your web browser, it’s time to add your customer

To do so, navigate to add customers either, via the left-hand side drop-down menu, inside the invoicing sub-menu, or, by, using the dashboard shortcut, now select, add a customer

If a customer is a CIS Contractor and is deducting your tax, you must check the, “is CIS contractor” checkbox, along with all the other details

Once you have added all the relevant details, and checked the “CIS Contractor” checkbox, don’t forget to save the customer! 

You can now create C.I.S invoices for this customer in QuickBooks online.

Sign in to QuickBooks online here.

NJB Taxback Ltd

Kemp House
152-160 City Road

Opening Hours

Monday to Friday 9am-5pm

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NJB Taxback Ltd

Kemp House
152-160 City Road

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