Customer Setup
Customer Settings allow you to choose how to match the existing customers in QuickBooks.
There are two customer matching criteria you can set up simultaneously to help you match the customers between the sales channel and Quickbooks Online.
Steps:
1). Navigate to Sync Settings> Customers.
2). Here for example, you can select the first criterion FirstName LastName to Customer Name, and the second criterion could be Email to Email as these settings work best for most situations.
The customer matching process will result in two outcomes, the customer will be matched in Quickbooks Online or not matched.
3). If matched then the order will post. But if the customer is not found then Webgility Online will use the following “If the Customer is not found, then” and it gives you two options to choose from, "Create New" or "Use A Standard Customer Instead".
"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 this as the Standard customer
2). Always use a Standard Customer for all orders even if a match is found: If an ignore matching criteria is selected, the customer selected above will be considered. The matching criteria will be ignored regardless of whether the customer exists in your accounting software or not.
3). Update inactive Customers and make them Active when posting Orders?
4). If the customer details are not found, then use this default customer