Customers
Importing customer Info and managing customer details
Import Customers With QuickBooks OnlineConnecting your customer info with Quickbooks Online
Create multiple properties for a customerHow to add more than 1 property address for a single customer
Assign different tax rates for different propertiesHow to set different tax rates for different properties
How to schedule & invoice for landlord/tenant and warranty workHow to create, schedule & charge if the person paying you is not the person living at the property (landlord/tenant, warranty work, etc)
"Primary" & "Billing" Properties / ContactsHow to set a contact/property as primary or billing and what happens after you do
Customer StatusesPool Brain automatically assigns categories to customers - Active (routed), Active (no route), Inactive, Lead
Delete or Archive a CustomerHow to delete or archive a customer (or reactivate an archived customer)