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How do I add my suppliers, vendors or customers?
How do I add my suppliers, vendors or customers?
Updated over a month ago

Your relationships with Contacts (suppliers, vendors and customers) are crucial to managing your business, and ensuring seamless communication and collaboration.
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Here's how you can add all contacts on Tola:

Adding Contacts manually:

  • Select 'Contacts': On the left menu page, click on Contacts on the left side panel.

  • Add a New Contact: Once you're in the Contacts section, you can click the blue plus at the top right of the page.

  • Enter Contact Details: A form will appear where you can fill out your new contact's information such as name, email, phone number, and any other details.

  • Save Contact: After entering the details, click 'Save' to finalize. Your new contact should now appear in your contacts list.


Adding Contacts with QuickBooks or Xero:

  • Imported contacts: Once you have enabled the live-sync with QuickBooks or Xero, all your suppliers, vendors and customers will be imported with information to Tola. If you create a new contact in Tola manually, this will be synced to QuickBooks or Xero accordingly.

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