How can I create a customer or channel in QuickBooks?

Here are instructions on a quick way to create a customer profile in QuickBooks directly from DigitBridge.

There are two ways to create a new customer (if the customer is new for both DigitBridge and QuickBooks). The most common way to do this is to, within QuickBooks, create a new customer profile. Then, you can create the customer in DigitBridge, complete setting it up, and map it to the QuickBooks version of it. If you have any issues with creating a customer in QuickBooks, reach out to your account manager or customer service representative.

This guide will show you the second way: a shortcut to creating a new customer profile originating from DigitBridge. As above, the first thing will be to create the customer. Next, go to Admin Tools > QuickBooks Mapping > Integration Setup.

Customer Mapping > Customer Settings.

In the Unmapped tab, find the customer that you want to create in QuickBooks (that already exists in DigitBridge). Click Create.

Caution: Only click Create if the customer exists solely in DigitBridge and not in QuickBooks.

Note: At this time, when you click Create, there will be no pop-up or notification confirming your action.

Click Save.

Click Yes.

You have now created a new customer profile in QuickBooks with the customer information you entered in DigitBridge.