(Note: Depending upon your Online Sales Channel and QuickBooks version these options may vary slightly)

1). Customer Matching Criteria for orders

2). Action to take if no matching customer is found (or its a new customer)

3). What to do if it's a repeat customer with changed information?

4). Customer Sync Settings

5). Multi-Currency Settings

1). Customer Matching Criteria for Orders

Select customer matching criteria for orders is where you define the criteria for matching customers from the Online Sales Channel with your Quickbooks Customers.

A). Defines the primary criteria for matching your customers between your online sales channel and QuickBooks.

B). Defines the secondary matching criteria if there is no match on the primary criteria.

2). Action to take if no matching customer is found (or its a new customer)

Here we define what action Webgility should take if the customer matching fails, or it's a new customer.

A). Use this customer for all orders: You can use a default QuickBooks customer for all of your orders. You may select the customer from the dropdown or create a new customer with the “+” sign.
​ X). Create a Customer Job lets you create the Customer Job under the default QuickBooks customer.
​ Y). Override matching, always use this customer will override all matching criteria. If you don't want any matching and always want to select the Default Customer, select this option.
​ Z). Use the above customer's billing and shipping address Uses the billing and shipping address of the Default Customer that you selected. If you keep this option unchecked, the customer's billing and shipping address on the online order will be posted on the transaction under the default customer.

B). Create a new customer If no matching customer is found then Webgility will create a new customer. Select the Setup button next to this option to set your defaults for creating a new customer.

3). What to do if it's a repeat customer with changed information?

If we receive an order from a repeat customer with different personal details, we can specify what action Webgility should take.
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A). If the customer's billing address changes, we will update it in QuickBooks.

B). If the credit card information changes (if accessible), we will update it in Quickbooks.

C). Webgility will use the customer's existing billing address in QuickBooks.

D). If a customer's information changes, Webgility will update that in QuickBooks.

4). Customer Sync Settings

If you use Webgility to create a new customer in the online sales channel, enabling this option sends a notification to that customer from the online sales channel. Generally, it is kept unselected unless you are using Webgility to set up B2B customers in the online sales channel.

​5 Multiple Currency Settings

This configuration is necessary only if your online sales channel includes orders in multiple currencies, and you wish to post them to QuickBooks in their respective currencies.

Here is the detailed article for currency settings under customer Setup:
​Multiple Currency Settings under Customer Setup in Webgility Desktop
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