Add New Company

If you connect your Aero account to your QuickBooks Online account, all of your QuickBooks Customers will be imported into Aero. If you are not going to connect your Aero account to a QuickBooks account, your customers can be imported for you. Enter them in this spreadsheet and then send it to Aero Support.

You can add a new Company from the Manage Companies screen, from the My Companies screen, or by clicking the Add New in a Company dropdown field.

Name *Required The name of the company. Note: if you add a Company with the exact same name as another Company in Aero, the Company name will have the word (dup) added to the end.
First Name The first name of the primary contact for that company. If this contact doesn’t exist in your database, they will be added.
Last Name The last name of the primary contact for that company. If this contact doesn’t exist in your database, they will be added.
Email Address The primary email for that company. If this email doesn’t exist in your database, it will be added
Accounting Software The name of the accounting software the company uses. Choose from the dropdown menu.
Account number The account number your firm has assigned to that company.
Phone The main phone number for the company.
Fax The main fax number for the company.
Default Invoice Aero Type The default Aero Type for invoices created using the Progress Invoicing feature in Projects.
Hourly Billable Rate You can set an hourly billable rate at the customer level. If you set up your Aero account for your hourly rates to differ by customer, this rate will be used when calculating total billable amount.
Monthly Fixed Fee If this client pays a fixed monthly fee for your services, you can enter it here. This amount will be used in the reporting section of Aero. It doesn’t sync in any way to QBO and is not used for invoicing.
Type The type of company (Customer, Vendor, Lead, Employee, Owner, Other). If your Aero account is synced to a QuickBooks Online account, choosing the type Customer will create a new customer in your Quickbooks file. Once you choose the type of “Customer” and save it, you cannot later change it to another type.
Website The company’s website URL.
Address The company’s full address.
Close Close without saving and return to the Manage Companies screen.
Save and Close Create and save the new company and return to the Manage Companies Screen. Note: if you add a Company with the exact same name as another Company in Aero, the Company name will have the word (dup) added to the end.
Updated on March 30, 2017

Was this article helpful?

Related Articles