Add New Member in QBO

From Knox Makers Wiki
Revision as of 00:02, 20 July 2017 by Tracy (talk | contribs)
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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. For example: Seth Giles - (Etta Giles)]
    • Email
  • If the member is being sponsored:
    • Select Is sponsored member
    • Enter the parent member
  • Under Payment and Billing tab
    • Terms = Delinquent on the 1st
  • Save

Proceed to Add_New_Recurring_Payment_to_Member