When a new contact is created on QuickBooks Commerce, Companies with type "Business Customer" and "Consumer" will be sent to QuickBooks as "Customer" while companies with type "Supplier" will be sent to QuickBooks as Vendor. The following fields will be pushed to QuickBooks in your Contacts.
|Relationships||Syncs as QuickBooks Contact|
|New contact created in QuickBooks Commerce||Syncs as Customer/Vendor. Companies with type "Business Customer" and "Consumer" will be sent to QuickBooks as "Customer" while companies with type "Supplier" will be sent to QuickBooks as Vendor.|
|Company name||Syncs as Name.|
|Company email||Syncs as Email.|
|Contact name||Syncs as Display Name. Only if the Relationship is not a "Business Customer".|
|Tax number||Syncs as Tax identifier. Only sends to QuickBooks for Vendors.|
|Company Default currency||Syncs as Default currency. Will not be sent to QuickBooks USA.|
The Company information will sync only when sales invoice or bill related to it is synced to QuickBooks, one-way from QuickBooks Commerce to QuickBooks.
We recommend managing your debtors and creditors information on QuickBooks. QuickBooks Commerce pushes Invoices, Credit Notes and Purchase Orders so that you can set credit limits and track this on QuickBooks.
When customer information is sent to QuickBooks (this is either sent via a Sales Invoice, Credit Note, or Bill) QuickBooks Commerce does the following: Check if a QuickBooks contact with the Name exists:
- If Yes, then attach the same contact to the document.
- If No, then create a new contact and use this on the document.