Kashflow: Link Existing Customers

Previous Lesson: Nominal Ledger

Introduction

 

If you have been using Commusoft and your accounting package 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 your accounting package Commusoft will create a new customer record in your accounting package.  This duplication isn't ideal.  

 

In order to avoid this you need to 'tell Commusoft' that the customer already exists in your accounting package.  To do this you will need to open the customer record in Commusoft, click Actions > Accounting Setup and type in the account name/number from the accounting package into the box and click save.

 

What if I imported my customers from my accounts package when I first setup Commusoft?

If you imported your customers from your accounting package 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 Kashflow to customers in Commusoft, you will first need the ID of the customer in Kashflow.  

Go to the Customers list and click on customer as shown below





Copy the ID from the browser. 



 

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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