[Note: 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, along with a history of transactions with each.  

Haven’t connected your QuickBooks Online (QBO) account to Fincent yet? Contact support@fincent.com or your bookkeeper for assistance.]  

Here's a simple way to add or edit customer details in Directory from Get Paid: 

  • Click Add an invoice in Get Paid. 
  • Type in your customer’s name. 

a. 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. 

b. 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.]