Add New Member in QBO

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Revision as of 23:15, 19 July 2017 by Tracy (talk | contribs) (Created page with "* Select Sales > Members > New Member * Enter new member's information: ** First Name ** Last Name ** Display Name As (will automatically populate with first and last name, bu...")

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Select Sales > Members > New Member
Enter new member's information:
- First Name
- Last Name
- Display Name As (will automatically populate with first and last name, but if the person's PayPal information is different, add it here)
- Email
Under Payment and Billing tab
- Terms = Delinquent on the 1st
Save

Proceed to Add_New_Recurring_Payment_to_Member

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