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Create a New Customer in AcreConnect™ (non-linked to QuickBooks®)

How to manually add a new customer into AcreConnect™.

Blake Duden avatar
Written by Blake Duden
Updated over a month ago

IMPORTANT NOTE: These instructions are for AcreConnect™ users who want to build and maintain a manual list of customers in AcreConnect™. If you are a QuickBooks® user, please use these instructions instead for automatic customer list syncing.

  1. Select “Customers” from the account menu.

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2. Select the “New Customer” button from the left menu.

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3. Complete the Customer information details and select “Save” when complete.

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NOTE: Company Name is the only required field before saving.

4. After saving you will be returned to the Customer List.

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