How to create a Customer in TSPO

November 21, 2022 17:10

Step 1: Navigate to Customers > Customer Entry

Step 2a: Begin entering the new customer's information

If you do not see the customer's service address appear automatically when typing it into the 'Search for Service Address' field, you can manually enter the service address by clicking the small blue arrow in the center of the screen.

Step 2b: Finish entering the new customer's information and click 'Save'

Step 3: Sync between TSPO and QuickBooks.

For instruction on how to initiate a Sync between TSPO and QuickBooks please click here.