[Note: If you are on Fincent’s Starting, Growing, or Thriving plan, you’ll automatically find customer and vendor data from your QuickBooks Online (QBO) account in your Directory, along with a history of transactions with each.]
- Go to the Directory tab from the Fincent platform.
- At the top right corner of your directory, there is an Add New button.
- Upon clicking the Add New button, a modal will open-> select Customer or Vendor dialog button to add a customer or a Vendor to your directory.
Name Field is mandatory, and name for each vendor should be unique.. Duplicate name entries when creating a new customer will showcase an error
Error Case:
Name available:
Other details such as Email, phone number and address are optional
Once you have added all the details you wanted to add for a specific Vendor, click on save.
And done! You have added the Customer or Vendor you wanted to add to your directory.