Step 3: Transfer customers using eCC

Step 1: The Transfer Customers section in the Customers menu will allow you to transfer customers from Quick Books to your online store in four easy steps. Remember, the best way to use this section is to have populated an up-to-date listing of customers from the 'Get Customers' Section.

 

Transfer_customers_to_Store

 

To Use this section:

1.Select the customer
2.Make appropriate settings (if required)
3.Click on 'Save' to save your settings. Upon doing this, you will notice the Customer status change from 'Missing' to 'Ready to Transfer'
4.Click on 'Transfer Customer(s)' to transfer your customer to your online store. You will see a confirmation message once the same is done.

 

Step 2 : The Transfer Customers section in the Customers menu will allow you to transfer customers from your online store to Quick Books in four easy steps. Remember, the best way to use this section is to have populated an up-to-date listing of customers from the 'Get Customers' Section.

 

transfer_customers_to_QB

 

To Use this section:

1.Select the customer
2.Make appropriate settings (if required)
3.Click on 'Save' to save your settings. Upon doing this, you will notice the Customer status change from 'Missing' to 'Ready to Transfer'
4.Click on 'Transfer Customer(s)' to transfer your customer to Quick Books. You will see a confirmation message once the same is done.

 

Step 3 : The Transfer Customers section in the Customers menu will allow you to transfer customers from Quick Books to your online store in four easy steps. Remember, the best way to use this section is to have populated an up-to-date listing of customers from the 'Get Customers' Section.

 

Transfer_customers_to_Store

 

To Use this section:

1.Select the customer
2.Make appropriate settings (if required)
3.Click on 'Save' to save your settings. Upon doing this, you will notice the Customer status change from 'Missing' to 'Ready to Transfer'
4.Click on 'Transfer Customer(s)' to transfer your customer to your online store. You will see a confirmation message once the same is done.
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