If you are on Fincent’s Starting, Growing, or Thriving plan, you’ll automatically find customer data from your QuickBooks Online (QBO) account in your Directory alongside a history of transactions with each.
Currently, you can’t add/edit customers in Directory. We recommend doing it directly in Get Paid.
Click Add an invoice in Get Paid.
Type in your customer’s email.
If a matching profile on QBO exists, it’ll show up in the list. Select the profile and click the 3 dots next to the customer’s name to Edit. Changes are synced to QBO.
If no matching record exists, you can hit Enter to add a new customer. The customer data will be added to your Directory as well as your QBO account.
You can edit customer data from an existing invoice, too.
Navigate to your invoice under the To be requested tab in Get Paid and click the 3 dots on the top to Edit Invoice. Now, click the 3 dots next to the customer’s name to Edit Customer Details.
Note: Invoices that have already been requested or are in process or paid are not editable.