Customer Setup
Customer Settings allow you to choose how to match the existing customers in QuickBooks. There are two different customer matching criteria you can configure simultaneously which really helps you in matching the customers between the sales channel and Quickbooks Online account accurately.
Steps:
Navigate to Settings> Accounting> Customer and you can select the first criteria FirstName LastName to Customer Name, and then the second criterion could be Email to Email as these settings work best for most situations. Now this customer matching process will result in two outcomes, whether the customer matched in Quickbooks Online or not. If matched then the order will simply post. But if the customer is not found then Webgility Online will go for the next condition and that is “If Customer is NOT found, then” and it gives you two options Create New or Use Standard
Configuration to Create New
Update customer address in Quickbooks from the address available in the order
If the customer is not found then create new
Set Customer Name (for creating new customer)
Set Sales Term
Set Customer as Tax Exempt
Change inactive customers to active when posting orders
Use a standard customer if customer details are missing on the customer coming in the order from store
Configuration to use Standard Customer
Update customer address in Quickbooks from the address available in the order
If the customer is not found then Use the Standard
Set Standard Customer
Ignore customer matching(on user requirement)
Change inactive customers to active when posting orders
Use a standard customer if customer details are missing on the customer coming in the order from the store