How to add customers in QuickBooks Online
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- čas přidán 6. 08. 2024
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You can easily keep track of who your business owes money to by adding your vendors to QuickBooks Online. Let’s go over the vendors list, and how to add vendors to QuickBooks. We’ll go over how to add them one at a time, then in bulk from a spreadsheet. We’ll also show how you can easily keep vendor information up to date using the Quickbooks Business Network.
0:00 Intro
0:26 The customer list
0:40 Add a customer
1:29 Using the QuickBooks Business Network to add your customer
2:33 How to add customers in bulk from a spreadsheet
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It would be good if you address common questions/ problems. Like, what to do when you are uploading bulk and information is repeated (i.e. 2 emails / address/ etc). Is there a way to format the spread sheet to enter both emails for the same name?. Is there going to be a problem when sync info from other apps (i.e. etsy/ square/ etc?)