How to Add Portal Users in QuickBooks

To add portal users in QuickBooks, navigate to QuickBooks and do the following:

1. Ensure the Menu is expanded
2. Hover over "Customers and Leads"
3. Select "Customers" 

5. Ensure the "Customers" tab is selected

6. Search and select the applicable customer

7. click "Edit"

8. Under the "Email" field, add the applicable email and ensure a comma is added to separate emails

9. Click "Save"

10. Navigate back to FlexPoint and refresh

Frequently Asked Questions

Question	Answer
If I add an email on the customer record in QuickBooks, what fields in FlexPoint get updated?	The email will be listed as both a portal user and a bill-to contact.
If I remove the email on the customer record in QuickBooks, what happens in FlexPoint?	The email will be removed as a portal user and bill-to contact.
If I add a bill-to contact in FlexPoint, what happens in QuickBooks?	The email will be added under the customer record in QuickBooks.
If I add a portal user in FlexPoint, will the associated email be added to the customer record in QuickBooks?	No, the customer record in QuickBooks will not be updated with the portal user's email.
My client is listed as both a bill-to contact and portal user. However, they don't want to receive notifications. What do I do?	In FlexPoint, delete their email under the bill-to contact.This will also delete them as a portal user. In FlexPoint, re-add them as a portal user.
What is a portal user and why is it important?	Only portal users have the ability to login to FlexPoint. If your client tries to sign in and they're not listed as a portal user, they will not be able to access the client portal.