--- title: How to Use Quick Connect to Connect With Customers description: Quick Connect allows you to connect with new customers quickly using the information already stored in your Payee Profile. 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[Help Center](https://help.paymentworks.com/knowledge-base?hsLang=en) 2. [Payee Knowledge Base](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en) 3. [Customer Table & Quick Connect](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#customer-table-quick-connect) # How to Use Quick Connect to Connect With Customers ## Quick Connect allows you to connect with new customers quickly using the information already stored in your Payee Profile. It reduces onboarding to only the customer-specific questions your payer requires. ### What Quick Connect Is **Quick Connect** simplifies the onboarding process by focusing only on the **customer-specific fields** required by each payer. Since your **Payee Profile** already holds your business identity, tax details, addresses, and bank accounts, there’s no need to re-enter standard information. You’ll use Quick Connect in these scenarios: - **New Connection** – A customer has invited you, and you already have a PaymentWorks account. - **Manage Connection** – You need to update customer-specific information for an existing connection. - **Returned Profile** – A customer has returned your profile for correction or additional information. --- ### Using Quick Connect for a New Connection 1. When a customer invites you, they appear in your **Customer Table** with a status of **Not Connected**. 2. Click **Connect** to open Quick Connect. 3. Complete the customer-specific steps: #### **Remittance Address** - Choose an existing address from your profile or add a new one. #### **Payment Method & Bank Information** - Select the accepted payment method. - Choose from your saved bank accounts (or add a new one in your Payee Profile if needed). #### **Conflict of Interest** - Answer any conflict of interest questions required by the customer. #### **Insurance Attestation** - If insurance documents are stored in your profile, you may be asked to confirm the customer is added as **additionally insured**. #### **PO Information, Additional Contacts, Custom Questions** - Provide purchase order contacts, additional payer-specific contacts, or any other custom fields requested. 1. Click **Submit** to complete the connection. The customer will receive your details for review. > **Note:** If you exit before submitting, your changes will not be saved. --- ### Managing an Existing Connection To update customer-specific information for an existing connection: 1. From your **Customer Table**, select **View/Edit Form** (or **Manage**) next to the appropriate customer. 2. Quick Connect will reopen and allow you to update: - Payment method - Conflict of interest responses - Insurance attestation - PO or ordering contacts - Custom fields for that customer > You **cannot** update global profile information (like bank accounts, tax IDs, or addresses) in Quick Connect. You'll see a message directing you to update those items in your **Payee Profile**. --- ### Updating a Returned Profile If a customer returns your profile for changes: 1. In your **Customer Table**, you'll see the status **Returned** and an option to **Edit/Resubmit**. 2. Click **Edit/Resubmit** to open Quick Connect. 3. You’ll see: - A message from the customer with correction instructions - A banner reminding you to edit global information in your Payee Profile - The fields that require updates 4. Make the necessary updates and click **Resubmit**. > **Reminder:** If you close Quick Connect before submitting, your updates will not be saved. --- ### Why Quick Connect Matters Quick Connect: - **Speeds up onboarding** by eliminating repetitive data entry. 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