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sagrariotorres-y
Level 1

Does Self-Employed let you add customers from your address book on you cell?

 
1 Comment 1
Mich_S
QuickBooks Team

Does Self-Employed let you add customers from your address book on you cell?

Hi there, @sagrariotorres-y.

 

I'd be glad to walk you through adding a customer from your address book.

 

First, you'll need to "Allow" QuickBooks Self-Employed to access your phone book or address book so you can link it when creating an invoice.

 

It will pop up when you start adding your customer. Here are the steps to complete the process:

  1. Click the Plus + icon on the Invoice screen.
  2. Click Add customer.
  3. Click the Address book icon.
  4. Select Ok.
  5. Your phone contact list will pop up. Select the customer's name. The Customer details will automatically filled out.
  6. Click on Add,

In case you're unable to add the details on your app, you'll have to clear your app's stored cache and sync the contact on your phone. Here's how:

  1. Go to Settings.
  2. Select Storage under General.
  3. Select your QuickBooks app.
  4. Select Offload App.

I'm also adding this helpful article that you can review: Take and process payments with QuickBooks Payments.

 

Let me know if you have futher questions. Have a great weekend!

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