Customer Mapping

Companies in Manage are mapped to Customers in QuickBooks Online. The “Account” and “Company” fields on the Manage Finance > Company Finance screen needs to match the “Company” and “Display name as” fields on the Customers > Customers > Customer Information screen in QuickBooks Online. If a Customer in Manage has an invoice to be imported into QuickBooks Online and the customer does not exist in QuickBooks Online, a new Customer will be created in QuickBooks Online automatically.


How this works varies depending on if you have the "Append account name" option set in your Mobius Connect configuration.


With Append Account Enabled

(recommended)

This option combines both the Company Name and the Account ID from Manage into the Display Name in QuickBooks.  Manage will let you create two companies that both have the same Company Name, but Account ID must be unique.  QuickBooks on the other hand requires the Display Name to be unique.  By copying the Account ID into the Display Name you will be protected from conflicts when two Manage companies have the same Company Name.

With Append Account Disabled

The advantages of disabling the Append Account option is that you have shorter names in QuickBooks, and it can make it easier to match Manage companies with QuickBooks companies that were created in the past.  The disadvantage is that if you end up creating two companies in Manage with the same Company Name, then you will get the "The name supplied already exists. Another Customer, Vendor, or Employee is already using this name. Please use a different name” error message when trying to sync invoices for the second company.

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