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January 29, 2024
Question

I want to know the whole process about how to add someone in the Business Network

  • January 29, 2024
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1 reply

January 29, 2024

I'd be glad to share some insights about adding someone to the QuickBooks Business network, vaibhavi-. 

 

The Business Network lets you connect with your customers and vendors and helps you streamline workflows, better predict cash flow, and reduce manual entry tasks.

 

Here's how:

 

  1. Go to the Company name and type in the business name. By doing so, the results will appear in the QB Business Network.
  2. Choose a business from the list and the form pops up with the business' website, city, state, and ZIP code from their customer-facing address. Unless an invitation to connect is extended or accepted, the company's entire address, phone number, and email address are partially hidden from customers.
  3. Moreover, you can manually add your customer's or vendor's contact information. However, if the business later updates its contact information, updating any of the information in any of the fields with links would stop automatic updates from the QuickBooks Business Network.
  4. At the bottom of the form, select Save and send request to finish. By doing this, you add the company to your list of clients or suppliers and send it an email inviting it to connect. Moreover, the QuickBooks Online app for iOS or Android can send you invitations to log in.
  5. Your customer's or vendor's partially hidden business contact information will become visible if they accept the invitation, enabling you to send and receive invoices over the network.

 

For detailed information about Business Network, kindly visit: Learn about the QuickBooks Business Network.

 

Moreover, I'd also like to share this link that can serve as your reference where you can search for articles that can guide you in managing your QuickBooks account: QuickBooks Online Help Articles.

 

I've also included this extra guide to find out more details about handling Accounts Payable in QBO: Accounts Payable automation in QuickBooks Online.
 

I'll be right here whenever you have follow-up questions about adding a vendor or customer to QuickBooks Business Network. I'm always here to help. Have a great day.