Simplify payday and set payroll to run automatically on QuickBooks.

Green Circle Icon with Stylized White Letters
QuickBooksHelpIntuit

Add leads in the QuickBooks mobile app

by Intuit • Image Alt Text •
Image Alt Text Updated 8/5/2026 03:55

Get lead suggestions with the help of Customer AI. Confirm and manually add potential opportunities.

Connect to Gmail

Connect your QuickBooks to your Gmail account to get lead suggestions with Customer AI.

  • Tap the Menu 𓃑 icon, then tap Customer Hub.

  • Tap Connect Gmail.

  • Tap Sign in to Gmail then tap Continue.

  • Tap Continue.

Confirm leads

Confirm leads suggested by Customer AI.

  • Tap the Menu 𓃑 icon, then tap Customer Hub.

  • In the Leads tab, tap Confirm leads.

  • Tap Review all.

  • Tap Add to leads to confirm the lead or tap Not a lead.

  • Compose an email for your chosen lead then tap Send. You can repeat steps 4 and 5 for each lead Customer AI has suggested.

Add leads

Manually add leads.

  • Tap the Menu 𓃑 icon, then tap Customer Hub.

  • Tap the + icon.

  • Tap Opportunity.

  • Tap the Lead or Customer ▼ dropdown, then select a lead or customer from the list.

  • Enter the info, then tap Save.

QuickBooks Online App for AndroidQuickBooks Online App for iOS

Sign in now for personalized help

See articles customized for your product and join our large community of QuickBooks users.

Sign In / Sign Up

Related Articles