In your Rotessa account, there are four ways to add customers:
- Manually
- Importing them via our CSV template
- Through an integration with QuickBooks Online
- Through an integration with Xero
Once you’ve added customers to Rotessa, send them an authorization request, to start collecting payments.
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Start on your Rotessa account’s customers page and select new.
- Select new customer.
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Select integration.
- Select the customers you want to import from the new customers found in QuickBooks Online pane. If you wish to enable automatic invoice import, you can enable it on any customer in the customers in Rotessa pane with the new icon beside their name.
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Once you have your customer(s) selected and have chosen if you want to enable automatic invoice import on the selected customer(s), select import new customers under the customers in the Rotessa pane.
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Go to the customers page of your Rotessa account. Newly connected customers will have a QuickBooks Online logo beside their names.
- Once you have connected your customers from QuickBooks Online, you will see that the customers will have actions required. Once the customer has completed an authorization request, or you've added in banking information and selected their authorization type, the customer will be ready for transactions.
- QuickBooks Online customers that are ready for transactions are now connected to Rotessa and you are ready to start importing invoices from QuickBooks Online.