Skip to main content
All CollectionsIntegrationsAccounting SystemsQuickBooks Online
Link my Plannit contact to a company contact in QuickBooks online
Link my Plannit contact to a company contact in QuickBooks online

How to link several company contacts to a single Company contact in QuickBooks online for all invoices

Caroline Pelletier avatar
Written by Caroline Pelletier
Updated over 7 months ago

If you have many contacts for a company created in Plannit and would like all invoices to be transferred to the "Company" contact in QuickBooks, simply link the Plannit contact with the Company contact in QuickBooks.

📙 Step-by-step guide

  1. After creating your contact in Plannit (Caroline Pelletier 9191-6734 Quebec inc), click on the Actions button and select Link with QuickBooks contact

  2. In the search line at the top, enter the company name only (9191-6734 Quebec inc).

  3. The company name will appear, click on the Link button. This way, all invoices made in the name of this contact will be entered in QuickBooks under the company contact.

Did this answer your question?