Overview:
Customer Settings allow you to define how to match existing customers in QuickBooks. You can set up two customer matching criteria simultaneously to help match customers between your sales channel and QuickBooks Online.
Steps for setup:
1. Navigate to Sync Settings. Then, click on the Customers.
2. Here, For example, you can set the first criterion as First Name Last Name to Customer Name, and the second criterion as Email to Email. These settings are generally effective for most situations.
The customer matching process will yield one of two outcomes: the customer will either be matched in QuickBooks Online or not matched at all.
3. If a match is found, the order will be posted. However, if the customer cannot be located, Webgility Online will provide the following message: "If the customer is not found, then you can choose one of two options: 'Create New' or 'Use a Standard Customer Instead.'"
In case, "If the Customer is not found, then"
A). "Create New"
Set the Customer Name as
Set the default Sales Terms for this Customer as
Mark the Customer as Tax Exempt.
Update inactive Customers and make them Active when posting Orders.
If the customer details are not found, then use this default customer
B). Use A Standard Customer Instead:
1. Use the Standard Customer for all orders.
2. Always use the Standard Customer for every order, even if a matching customer is available. If you select the "ignore matching criteria" option, the Standard Customer will be used, regardless of any existing customer in your accounting software.
3. Update inactive customers and reactivate them when posting orders.
4. If customer details are not found, use the default customer.
If you have any questions or need further assistance, please reach out to our support team.