Purpose
This policy explains the steps involved in setting up a new client in Quickbooks.
Application
This policy is specifically for those in administrative or bookkeeping roles. Before sending an invoice to a client, a profile must be created in QuickBooks.
1. Get the Required Information
The following information is required from the client:
- Company Name
- Client Name
- Email
- Telephone Number
- Address (optional)
2. Create Profile
To create the profile, log in to Buzz Quickbooks online.
Once logged in, go to the Menu on the left side, then choose Sales and Customers.
This will take you to the customer dashbaord, from there, choose New Customer, the green button at the upper right side.
3. Enter the Required Information
Enter the required information that was gathered. Once all the information has been entered, change the display name to the company name if provided. Then, Save.
