Companies and Contacts
Aero Workflow is designed to be as flexible as possible. You can add a contact without a company and add a...
- Home
- Customer
-
-
Edit a Contact
Navigate to Manage > Contacts Find the contact you want to edit and click the blue View button on the left... -
Edit Accounting Software Options
From the Setup drop down menu, choose Accounting Software. Find the software you want to edit and click the blue... -
Manage Companies
Navigate to Manage > Companies to see a list of all Customers, Vendors, Leads, Owners, and Others in your Aero... -
The Client Vault
-
My Companies
To access My Companies, navigate to Work > My Companies. Here you will see a list of all the companies for... -
Add New Company
If you connect your Aero account to your QuickBooks Online account, all of your QuickBooks Customers will be imported into... -
Importing Customers, Contacts, Email Addresses
If you didn’t connect your Aero account to a QBO account, you may want a little help getting all of... -
Report – Customer List
Customers in Aero, listed alphabetically. Read more... Report Defaults Filtered for Active companies with a Type of Customer Companies are...