Do I Need to Set Up New Clients in QuickBooks?

No. BaseBuilders automatically adds clients to QuickBooks on an as-needed basis — there's no need to set them up there yourself ahead of time.

How This Works

When an invoice or other transaction is pushed to QuickBooks, BaseBuilders checks whether the associated client already exists in QuickBooks or has already been linked. If not, the client is automatically created in QuickBooks at the moment the transaction is pushed.

Summary

New clients don't need to be manually set up in QuickBooks. When a transaction is pushed and the client isn't already linked, BaseBuilders creates the client in QuickBooks automatically as part of that push.