Create Customer Jobs Under Standard Customer

In QuickBooks, a customer pays you for goods or services. For QuickBooks, a job is a record of a real-life project you agreed to perform for a customer—remodeling a kitchen, designing an ad campaign, or other work.

In QuickBooks, the Customer Center gives you access to information about your customers and jobs along with their transactions all in one place.

A lot of sellers don't want to keep track of online customers in QuickBooks, so they use one standard customer to record all of the online orders. However, in some circumstances, they keep track of the information provided by online consumers, such as first and last names, email addresses, mailing addresses, phone numbers, etc., as sub-customers.

Webgility Desktop application also offers to create customer jobs using one standard customer so that all the online customer's information can be linked and stored under one standard customer of QuickBooks.

Configuration instructions on how to Create Customer Jobs using the Webgility Desktop application:

1). Go to the Customer settings: Integration> Accounting> Posting Settings

2). Under ‘If no matching customer is found’ select ‘Use this customer for all orders
• In the Select Customer drop-down menu find the Standard Customer you created.
​• Click the tiny drop-down arrow to the right of the setting then select Enable Create a Customer Job and select Setup to configure the Customer Job.
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3). Enable the option ‘Override matching, always use this customer’ if you do not want the Primary Customer Matching criteria to work where Webgility would find the Customer Job under the Standard Customer while posting the orders.

Note: The Customer Job cannot be created if the Override matching option is enabled.

4). You can set default settings for Customer Job Creation.

5). You need to enable one more option from the Advanced Settings. Go to Integration> Stores> Advanced Settings.

6). Go to the Additional Settings and Enable ‘Check job while post customer to QB’.

6). The following image is a sample of customer details downloaded by the Webgility Desktop application from the sales channel. Using these same details Webgility Desktop will create a Customer Job inside the Standard Customer.

7). Once the order is successfully posted to QuickBooks the customer job will be automatically created inside the selected Standard Customer or an existing customer job will be used per the matching criteria.