Opening a Customer

Double-click a customer row, or right-click and choose Open customer(s), to open a Customer Editor tab for that customer. Multiple customers can be selected and opened at once.

Customer Editor details →

The Customer List

Customers are displayed in a tree. Customer groups appear in bold and can be expanded to reveal the customers nested inside them. Customers that have no group appear at the top level alongside any top-level groups.

Each row shows the customer or group name and whether the entry is linked to a QuickBooks Online account.

Adding Customers and Groups

Three buttons appear above the list:

• New Customer — creates a new customer record and adds it to the list immediately.
• New Customer Group — creates a new group that customers can be organized into.
• Show QB Customers — toggles a side panel that lists customers from the connected QuickBooks Online account (see QuickBooks Linking below). The button label changes to Hide QB Customers while the panel is open.

Organizing with Groups

Customers and groups can be dragged and dropped within the tree to reorganize them. Drop a customer onto a group to nest it inside that group, or drop it onto another customer to place it in the same group. Drop onto an empty area to move it back to the top level.

Deleting Customers and Groups

Select one or more customers or groups, then right-click and choose Delete. A confirmation prompt appears before anything is removed. Delete is only available when edit mode is active.

QuickBooks Linking

When a QuickBooks Online account is connected, clicking Show QB Customers opens a side panel listing all customers from that QuickBooks account. To link a QuickBooks customer to a Backbone customer, drag the QuickBooks customer from the right panel and drop it onto the matching Backbone customer on the left. Once linked, the Linked to QB column shows a checkmark for that customer.

Linking a customer allows invoices to be exported directly to QuickBooks Online.