![]() ![]() Fill in the data and click Save.How do I talk to a real person in QuickBooks? The Customer Information form will pop up.Click on the New customer button in the top-right corner. Go to the QuickBooks homepage and click on the Add customer shortcut or select Customers & leads from the left-hand side menu.Create an Invoice/Estimate in OnePageCRM for the contact that doesn't exist in QuickBooks.You can create a contact in QuickBooks in several ways: ![]() To see contact details just click on the contact's name. All matches will be displayed while you type. The Customers tab is displayed by default where you can use the search bar. You can also search for contacts by going to the left-hand side menu and selectingĬustomers & leads. Magnifying glass icon, which will display all matching contacts and transactions (Estimates, Invoices, etc.). You can search for the contact in QuickBooks using general search by clicking on the If the contact is found in QuickBooks, the matching results will be displayed in a list. You can search for the contact in QuickBooks by typing the name in the Contact name field while creating an estimate/invoice. On the Create estimate/invoice pop-up use the Estimate / Invoice toggle button to select the Estimate.Ĭlick Create button to send the estimate to QuickBooks.Ĭlick on the View in QuickBooks button to go to the estimate page in QuickBooks, where you can further edit the draft, Saveor Save and Send it. You can change it to the address stored in OnePageCRM or QuickBooks by selecting it from the drop-down.
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