All Collections
Mobile App
How to Link a Customer to QBO from the Mobile App
How to Link a Customer to QBO from the Mobile App
Link a Customer to QuickBooks in order to be able to generate Invoices, etc
Fred Pape avatar
Written by Fred Pape
Updated over a week ago

Before you can create an invoice for a project, that customer first needs to be linked to QuickBooks Online. This tutorial shows you how to link a SynkedUP customer with QBO from the Mobile App.

Step by Step:

Step 1:

In the Main Menu, click on either Estimates or Projects.

Step 2:

Select a job for the customer you want to link.

Step 3:

Click on the orange plus button at the bottom of the screen, and then click the Link icon.

Step 4:

Here you have two options.

If the customer is a new one, click Push this Customer to QBO.

If this customer already exists in QBO, type in the search box to find them and click on their name. This generates a popup. Click Yes to complete the linking process.

You're done!

If you have any questions hit me up in the messaging chat box in the right corner of this screen.

Did this answer your question?