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TomFarquhar
Level 1

How do I connect with an existing customer in the QB business network?

 
4 Comments 4
Sherrie_F
QuickBooks Team

How do I connect with an existing customer in the QB business network?

I can see the importance of connecting existing customers in QuickBooks Business Network, Tom. 

 

Currently, the option you're looking for is unavailable. As a workaround, I suggest creating a new customer and merging the existing customer with the newly created account that's connected to QuickBooks Business Network

 

I also encourage you to send feedback to our Product Development Team. We promptly review customer requests and consider them when prioritizing product enhancements. 

 

Here's how:

 

  1. Sign in to your QuickBooks Online company.
  2. Look for the Gear icon in the upper right corner.
  3. Enter your comments in the description box.
  4. Once done, hit Next.

 

Additionally, you can always visit our Privacy and Security Center to have more insights into how we keep your data secure.

 

Lastly, I'm adding this resource for you to be able to learn about the different options for user roles and access permissions in QBO: User roles and access rights in QuickBooks Online.

 

If you still have further queries, please let me know by dropping some comments below. Stay safe, and have a good one.

jwmtaldem
Level 1

How do I connect with an existing customer in the QB business network?

We have several hundred clients we'd like to connect with, has this been fixed yet?

Candice C
QuickBooks Team

How do I connect with an existing customer in the QB business network?

Good evening, @jwmtaldem

 

Thanks for chiming in on this thread. 

 

Unfortunately, this feature is still unavailable. 

 

I recommend sending some feedback to our Product Developers so that they can consider this in the near future. You can use the steps my colleague provided above. 

 

If you have any further questions, don't hesitate to ask. Have a great day! 

J Cruz2020
Level 1

How do I connect with an existing customer in the QB business network?

I found a work around listed online...

 

Edit your current "Customer" name in your data base so they don't have the same name as one that is listed & connects via the QB Business Network.

 

Create a "New Customer" and link them with the QB Business Network.

 

Go back to current "Customer" name page.  Near "edit" click the down arrow to "Merge Contacts"

 

You can merge your old customer name with the new one linked to the QB Business Network and it will transfer all estimates, invoices and payments over to this linked account so you can bill them via the Network.

 

Hope this helps!  This would be tedious if you have hundreds of clients though.

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