QuickBooks Tip of the Month: Use QuickBooks Business Network to Streamline Vendor & Customer Connections
QuickBooks Business Network (QBN) helps you connect with vendors and customers seamlessly within QuickBooks Online. Here’s how you can take advantage of it:
Key Features:
- Automatic Enrollment: You are automatically enrolled in the QuickBooks Business Network—no action needed unless you want to opt out.
- Add Contacts Easily: Search and add vendors or customers directly through QBN. Once added, send invitations to connect and share contact details securely.
- Manage Invitations: You can accept or withdraw invitations anytime, making it easy to maintain updated connections.
Step-by-Step Instructions to Add a Vendor:
- Go to Expenses: Select Vendors in QuickBooks Online.
- Click New Vendor: Complete the necessary vendor information fields.
- Save: Once saved, you can send an invitation to connect via QBN.
Manage Your Business Visibility:
- To opt-out or change visibility:
- Go to Settings ⚙, then Account and Settings.
- Under the Advanced tab, select Business Network, and turn it off.
- Click Save, and you’re done!
The QuickBooks Business Network streamlines communication, making it easier for businesses to manage relationships and share important details—securely. Want help connecting? Schedule a meeting today!
