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December 2, 2023
Question

Can I add my contact

  • December 2, 2023
  • 1 reply
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1 reply

December 2, 2023

Hello, @hadary. We appreciate you for bringing this to the Community.

 

If you're referring to adding contacts to your company, let me guide you on how to do so by following these steps: 

 

  1. Go to Sales and select Customers.
  2. Select New customer.
  3. Enter the customer's name and contact information, including first and last name, email, and phone number.
  4. Select Save.

 

However, if you're referring to managing users and adding contacts, let me guide you through the following steps:

 

  1. Go to your Gear icon, then select Manage users.
  2. Select Add user, then enter the user's name and email address.
  3. Select the Roles dropdown, then select the role you want to assign to the user.
  4. Then you can now send an invitation to your customers.

 

For future help, you can invite your accountant to access your financial records so they can review, correct, and collaborate with you: Add accountant users in QuickBooks Online.

 

After following the steps provided, please keep us updated on your progress and share any thoughts or questions you may have. Have a great day.