Sync Details between Relationships and QuickBooks Contacts

When a new contact is created on TradeGecko,  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.

sync details between relationships and quickbooks contacts

We recommend managing your debtors and creditors information on QuickBooks. TradeGecko 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) TradeGecko 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.

 

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