Customer Mapping

Customers

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. It is recommended to use the “Append account name” option in the Mobius Connect QuickBooks Online Configuration Contacts setup.


With Append Account Enabled

This option is recommended as it will help prevent naming conflicts. 

With Append Account Disabled

 

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