Creating Customers in QuickBooks from TeamWave

You can create new customers in QuickBooks from Deals, Persons, Organisations and Projects pages in TeamWave. You need to have QuickBooks integration permission to perform any action on QuickBooks.

Adding new QuickBooks customers in CRM

1. Navigate to Deals, Person and Organisation detail page

2. Click on QuickBooks tab 

3. If no customers are linked with that Deal/Person/Organisation, 

Click on Create new customer

Enter customers details and click on Create.

3. If any customer is linked to that Deal/Person/Organisation,

Click on More button and select add more customers

Click on Add new customers on that pop-up, enter details and save.

A new customer will be created in your connected QuickBooks account.

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