Adding new clients

  • Go to www.brandfusion.com/manage
  • Under "Accounting" click "Clients"
  • Go to Quickbooks and click "Customers"
  • Click "New Customer"
  • Enter Customer Quickbooks ID Ex.: FBC_Arlington
  • Copy ID into Brandfusion "Client List by Date" page
  • Make sure the ID is identical in Quickbooks and Brandfusion
  • Check box in Brandfusion Client List by Date and click "Save changes"
  • Enter Company Name and Billing Address in Quickbooks
  • Click "Additional Info" and under "Tax" select "None"
  • Click "Ok"