Quickbooks Pro/Premier: Link Existing Customers

Previous Lesson: Nominal Ledger

Introduction

If you've been using CommuSoft and Quickbooks Pro/Premier  independently then you will have the same customers in both systems.  The problem is that there is no link between these customer records and therefore when importing data from CommuSoft to your accounting package CommuSoft will create a new customer record in Quickbooks Pro/Premier.  This duplication isn't ideal.  

In order to avoid this you need to 'tell CommuSoft' that the customer already exists in Quickbooks Pro/Premier. You need to find the Customer ID/Name within Quickbooks Pro/Premier and link this to the Customer Account information in CommuSoft.

 

What if I imported my customers from Quickbooks Pro/Premier when I first setup CommuSoft?

If you imported your customers from Quickbooks Pro/Premier into CommuSoft when you first got setup with CommuSoft then this process will have been done for you.

 

Retrieve Customer Account Name

You need to find the Customer Account Name in Quickbooks Pro/Premier.

In Quickbooks, go to Customer Centre:

 

QuickbooksCustomer1.png

 

Under Customers & jobs, find the customer you wish to link:

 

QuickbooksCustomer2.png

 

Double click on the Customer name, this will allow you to edit his information.

Whatever is written in the field marked Customer Name needs to be copied. This Name is what will link your customers in CommuSoft with your customers in Quickbooks. 

QuickbooksCustomer3.png

 

Link Customer

Once you've got this name, go to CommuSoft, go to the customer record in CommuSoft > Actions > Accounting Setup.  

AccountingSetup.png

Type in the Account Name and click Save.  

This must be entered accurately or the link will not work.

AccountingSetup2.png

Please Note: If the name doesn't match exactly (spaces count) then the accounts will not link.

 

 Next Lesson: Link Existing Suppliers

Have more questions? Submit a request

0 Comments

Article is closed for comments.