05) Organizations

Prev TOC Next

Organizations

 

Watch our YouTube video about the Organization Manager and Contact Manager at https://youtu.be/-uLyIQrYk_0 
(if this link is broken because we’ve posted a new version, go to our channel at https://www.youtube.com/SMMware to get to the new video)

 

The listing screen initially shows a set of categories which organizations are assigned to. An organization can be assigned to more than one category. There is a button at the top of the page for adding a new Organization. Click on the ‘+’ sign to expand a category and see the individual entries. You can edit/delete Organizations from here.

If this Organization has any Contacts in the system, they will be listed towards the bottom of the screen.

 

An Organization can be assigned to multiple categories by holding down the CTRL key while selecting items in the dropdown.

The other fields (address, etc.) are self explanatory.

If you spend money with an Organization you should check the “QBO Vendor” checkbox. When entering expenses, that setting allows this organization to appear in the list of vendors.

The Parent Organization is useful if this is a local chapter of a larger organization, with the national headquarters having a separate address.

Prev TOC Next