Mobius Connect Contacts Configuration

Contacts

The Contacts tab stores information related to creating Customers/Vendors in QuickBooks Online

  • Append account name: If enabled, newly created Customer/Vendor/Employee account names will be created per the Customer Mapping section with Append Account Name Enabled, i.e. newly created Customer/Vendor/Employee account names will be appended to the QuickBooks Online Company Name. If disabled, newly created Customer/Vendor/Employee account names will be created per the Customer Mapping section with Append Account Name Disabled. 

Please note that, if you do not already have customers in QuickBooks Online, enabling this option is recommended as it will help prevent naming conflicts for similar Customer/Vendor/Employees. However, if you already have accounts in QuickBooks Online, then this setting could create new accounts that would seemingly duplicate existing accounts; so, please verify your mapping configurations before batching. Also, please note Employees (Manage Members) are created as Vendors in QuickBooks Online.


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