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- FAQs: Adding Clients
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- FAQs: General
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Can I import and merge clients through QuickBooks Online?
Yes, please reach out to Basil Support to have QuickBooks Online enabled on your account first. Once enabled, go to your Profile (https://basil.coraltreetech.com/settings) and go to Invoice Settings. Set the toggle to 'Enable' and follow the subsequent prompts.
Once enabled, when you go to the People tab of Basil, you will see a QBO button at the top-right which you can use to merge and import your list of clients in QuickBooks Online.