QuickBooks Online: Link Existing Customers

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Introduction

 

If you've been using Commusoft and QuickBooks Online independently then you will have the same customers in both system.  The problem is that there is no link between these customer records and therefore when importing data from Commusoft to QuickBooks Online, Commusoft will create a new customer record in QuickBooks Online.  This duplication isn't ideal.  

 

To avoid this you need to 'tell Commusoft' that the customer already exists in QuickBooks Online. To do this you need to get the Customer ID number from QuickBooks Online and tell Commusoft to associate the Customer with this Number.

 

What if I imported my customers from QuickBooks Online when I first setup Commusoft?

If you imported your customers from QuickBooks Online into Commusoft when you first got setup with Commusoft then this process will have been done for you.

 

Get Customer ID

For linking existing customers from QuickBooks Online to customers in Commusoft, you will first need the ID of the customer in QuickBooks Online.  

Click on customer from your customer list as shown below.

Open the Customer you wish to link with Commusoft. In this case we are linking Mr Test Customer

 

 

Clicking the name will open the Customer Details page in QuickBooks Online. 

The ID number can be found in the URL and is circled below.

Copy or take note of this. you will use it in Commusoft.

 

Link Customers

Next login to Commusoft and go to the customer record in Commusoft > Actions > Accounting Setup.  

Type in the ID and click save.

 

 

Next Lesson: Link Existing Suppliers

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