Add a contact

Step by step

1. 1Open Contacts and choose Add contact.
2. 2Select Person / private individual or Company / organization. For a sole proprietorship, select Company / organization and then legal form Sole proprietorship.
3. 3Enter the last name for a private individual or the company name for a business. For a sole proprietorship, the proprietor’s name and other personal details are optional.
4. 4Use the same contact as customer or supplier in the relevant sales or purchase transaction; no separate role selection is needed on the contact form.
5. 5Enter a Dutch citizen service number (BSN) only when you lawfully need it. Check it carefully and do not share it in ordinary notes.
6. 6Save the contact and review the summary before using it in a financial action.

What is on the screen?

• Contact type and name
• Optional legal form and registration numbers
• Address, email and phone
• Optional protected BSN

What happens next?

The contact is available only in the current administration. A stored BSN is masked by default; during editing it remains unchanged when its input is left blank, and removal requires an explicit choice. If changing the contact type or legal form would remove personal details, Boekhouden first requires confirmation via Remove personal details; without it, those details are kept.

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