Customer name conflict in QuickBooks Online

Customer name conflict in QuickBooks Online

When exporting a Job or Customer to QuickBooks Online, if you experience a conflict in a customer name, you can force BizScheduler to re-connect with your QuickBooks Online Customer record. On your Customer Information screen you will see a QuickBooks icon in the upper left corner. Do the following steps:
  1. Click the QB icon
  2. Select "This is a different customer" option
  3. Click the [Save & Return] button to go back to Customer Info screen
  4. Now click the [Export Customer to QuickBooks] button
  5. Return to the Accounting Report and Export to QuickBooks again
This will reconnect your customer records between BizScheduler and QuickBooks. If you still have a conflict, you may need to put the Display Name from QuickBooks Online into the QuickBooks Customer Name field on the BizScheduler Customer Information screen. After doing that, repeat the above steps.


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