[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 email@example.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 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.]