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Add a New Customer "Daily Sales"
In order to use the sales receipt integration, users will need to create a new QBO Customer.
- In Quickbooks, navigate to Customers & Leads > Customers.
- Click "New Customer".
- In the slide-out panel menu, enter "Daily Sales" under "Customer display name", then save.
Related Resources
- Quickbooks Topic Outline
- Sign Up for Quickbooks Online How-To
- Integrate SaasAnt with Quickbooks Online How-To
- Import Your Chart of Accounts How-To
- Import Your Products & Services How-To
- Perform Your First Sales Receipt Export How-To
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