How to Create a New Contact in Xero
Keeping your contacts tidy in Xero makes invoicing, quoting and tracking financial activity much easier. Whether you’re adding a new customer, supplier, or trading partner, the process is quick and beginner-friendly.
Below is a simple walkthrough, plus a video guide you can watch and follow along.
🎥 Watch the step-by-step video guide below.
Step-by-Step: Creating a New Contact in Xero
Follow these simple steps:
1. Go to the “Contacts” Menu
From your top navigation bar in Xero, select Contacts.
2. Click “All Contacts”
In the dropdown menu, choose All Contacts to open the full list.
3. Click “Create New Contact”
On the top right of your screen, click the green button labelled Create New Contact.
4. Enter the Contact Details
Fill out all the relevant fields, in every section:
- Addresses
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Financial details (if applicable
Tip: The more detail you enter, the easier future transactions will be.
5. Click “Save & Close”
Once everything is filled in, select Save & Close in the bottom right corner.
6. Review the New Contact
After saving, you’ll be taken to the new contact’s page.
Here you can view:
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Activity (recent invoices, bills, payments)
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Contact details
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Files
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Financial details
This is where all information relating to the contact will live going forward.
Why This Matters
Keeping your Xero contacts up to date:
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Speeds up invoicing and quoting
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Keeps your financial data consistent
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Helps you avoid duplicate contact names
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Gives you a clear financial history for each customer or supplier
Need help with Xero?
If you’re a Clever Bean Accounting client, our team can walk you through every step.
Contact us: https://cleverbeanaccounting.co.uk/contact/