Customers

Adding & managing your customers

4 articles in this collection
Written by Rowan Jayasuriya

Exporting Your Customer List From Your Accounting Package

Learn how to export your customer list from Xero, QuickBooks and MYOB.

Written by Rowan Jayasuriya
Updated over a week ago

Customer History Profiles

Learn how to access and manage your customer data.

Written by Rowan Jayasuriya
Updated over a week ago

Importing Customers

Learn how to import your customers in bulk

Written by Rowan Jayasuriya
Updated over a week ago

Adding & Editing Companies/Customers

Learn how to add companies, customer details and use CRM tools.

Written by Rowan Jayasuriya
Updated over a week ago