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September 16, 2024
Question

How to create new lead in dashboard? Is there an api to create leads?

  • September 16, 2024
  • 1 reply
  • 0 views
i want to create leads from outside and submit it to quickbooks any help plz?

1 reply

September 16, 2024

I'm here to provide information about your question about creating a lead in Dashboard.

 

In QuickBooks Online you can add a customer as a lead customer. When it comes to adding leads in the Dashboard, you can find a third-party app to help you track leads. You can explore and find them within your QBO company file.

 

Here's how:

 

  1. Sign in to your QBO company file.
  2. Within your Apps menu, click Find Apps.
  3. Search the name of the app.
  4. You can also click on Browse categories and then expand each dropdown to view options that apply to you. It will show different apps that you can use for your inventory.
  5. Choose an app you want to use, then click Get app now.

 

The API-related concerns are handled by our Intuit Developers team. Their dedicated page addresses programming and system-related inquiries from business professionals like you. I recommend creating an account and submitting your question through that platform.

 

For future reference, please be informed that we possess references for Sales and Customers available for your future needs.

 

Please let us know if there’s anything else we can do to help you manage customers in QuickBooks Online. We’re offering our full support to help you resolve this matter.

September 18, 2024

In QuickBooks Online you can add a customer as a lead customer. 
how to add a customer as a lead customer ?
plz help me with detailed steps.
is there a difference between customer and lead customer ?
thanks for your patience and interest.