QuickBooks Business Network: A Detailed Guide

July 14, 2023

QuickBooks Business Network

The QuickBooks Business Network is a feature that allows QuickBooks Online subscribers to locate their customers' and suppliers' contact information within a directory populated by other QuickBooks Online subscribers. The network aids contact discovery and enhances workflow of financial transactions by automatically turning received invoices into bills scheduled for payment. These features help in accurate cash flow forecasting and decrease the necessity for manual entry.

Access to the QuickBooks Business Network requires an active QuickBooks Online subscription. The network uses only customer-facing contact details. Users of QuickBooks Online Accountants can benefit from the Network search experience and control Network visibility within their clients' QuickBooks Online accounts. However, QuickBooks Online Accountant Firms will not be available on the Network and won't have access to the Network search or visibility experience.

Contents

Updating Company Contact Details

Finding Customer and Supplier Contacts

Data Security

Managing Visibility

Frequently Asked Questions:

1. What is QuickBooks Business Network?

2. How to set up QuickBooks Business Network?

3. What are the benefits of QuickBooks Business Network?

4. Is QuickBooks Business Network secure?

5. Can I use QuickBooks Business Network on mobile?

Updating Company Contact Details

Ensuring all the contact information you want visible to other QuickBooks Business Network members in current is essential. Here's the process:

  • First, log in to your QuickBooks Online account as a Primary or Admin (Company admin).

  • Go to Settings (Gear Icon), then select Account and Settings.

Updating Company Contact Details

  • Choose the Company tab.

  • If required, update customer details: Company name, Customer email, Company Phone, Website, and Customer address (The Network only displays only your city and state)

  • Select ‘Save,’ then ‘Done.’

update customer details

Finding Customer and Supplier Contacts

Members of the QuickBooks Business Network gain access to a unique search feature when choosing a New customer or New supplier in QuickBooks Online:

In QuickBooks Business Network, when you type the name of a customer or supplier, results should appear in a search dropdown or a designated area for search results. Choosing a listed business will fill in the contact information in the customer or supplier form. Saving the customer or supplier adds them to your Customer or Supplier List and will automatically update to reflect the customer or supplier’s latest details in QuickBooks.

Data Security

QuickBooks guarantees that your personal information will be secure and provides transparency and control over data sharing. Members share their business contact information solely within the QuickBooks Business Network. The information isn't visible to non-members, ensuring your privacy. You can visit their Privacy and Security Centre.

Managing Visibility

If you prefer not to have your customer-facing information viewable in the QuickBooks Business Network, you can adjust your visibility:

  • Log in to your QuickBooks Online account.

  • Head to Settings ⚙, then select Account and Settings.

Managing Visibility

  • Choose the Advanced tab.

  • Opt for QuickBooks Business Network and switch the option OFF.

  • Select Save, then Done.

After adjusting your visibility, members of the QuickBooks Business Network will no longer be able to search for and locate your business. Network members who have previously connected with you will still have access to the contact details they saved when they added you to their Customer or Supplier list. However, altering your contact information won't automatically update them. The Accounts Payable (AP) Automation feature will also be turned off for your company once you turn off your Network visibility. You can reactivate the QuickBooks Business Network settings to enable this feature again.

Remember that the accounts payable automation feature isn't available for EasyStart customers. Utilizing the QuickBooks Business Network for spam, marketing, or other activities which violate the relevant Intuit terms of service is strictly forbidden. You can only view and connect with other QuickBooks Business Network members in your geographical area. All Business Information provided by QuickBooks Online customers is not independently verified or endorsed by Intuit.

Frequently Asked Questions:

1. What is QuickBooks Business Network?

QuickBooks Business Network is a feature within QuickBooks that allows businesses to connect suppliers, customers, and other affiliaates. It facilitates sharing invoices, estimates, and other transactions directly within QuickBooks, making it easier for companies to work together.

2. How to set up QuickBooks Business Network?

To set up QuickBooks Business Network, navigate to the 'Network' tab in your QuickBooks software and follow the on-screen instructions. This setup typically involves entering your business details and connecting with other businesses.

3. What are the benefits of QuickBooks Business Network?

The benefits of QuickBooks Business Network include streamlined communication between businesses, easier sharing of invoices and estimates, and the ability to keep track of transactions all in one place. It can help companies to save time and reduce errors.

4. Is QuickBooks Business Network secure?

Yes, QuickBooks Business Network is secure. It uses advanced security measures to protect your business information. However, using strong, unique passwords and being cautious of phishing attempts is always essential.

5. Can I use QuickBooks Business Network on mobile?

Yes, QuickBooks Business Network is available on mobile through the QuickBooks app. This option allows you to connect with other businesses and manage transactions.

Tags

Business Network

Contact Discovery

Data Security

Workflow Enhancement

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