Setup how customers are created in QuickBooks

See the video below to learn more:

 

 

 

1) Select criteria for matching the customer between QB and the Order.

 

 

Here you can specify the format of the customer's name to be used in QuickBooks. You can also use alternative matching criteria if the first one does not work.

 

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2) How do you want to handle new customers?

 

In other words, how do you want to handle the creation of new customer in the Customer Center of QuickBooks?

 

Use these option(s) if you prefer to use a default customer for every customer not found in QuickBooks. The drop down displays a list of all customers in your QuickBooks company file. In this case eCC will match customers on the basis of the Name Format and do the posting in QB. If this customer isn't found, it gets posted in QuickBooks as a new customer with the given format.

 

Do not create new customer. Use this QB customer for all transactions

This option will attach transactions to a default customer (Standard Customer) for every online customer not found in QuickBooks. The drop down displays a list of all customers in your QuickBooks company file. 

 

Note: Marketplaces such as Amazon and eBay can utilize this feature.  You should create a standard customer in QuickBooks to be utilized for this purpose.  For example: "Amazon Online Orders" or "eBay Online Orders". 

 

The transaction will still retain the online store customer billing and shipping addresses and you also have the option to use the customer's QB billing and shipping addresses.

 

 

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Creating a new customer job just allows the newly created customer to be “child” customer to an existing “parent” customer in the Customer Center.

 

Create new customer with these settings:

Use this option if you'd like eCC to create a new customer for every customer not found in QuickBooks. If you choose to, you can add credit card information to new customers being created (provided the same is downloaded from your online store). You can now post customer name in capital letters. This means that even if the customer enters his name as "john smith" when he orders, eCC will post it as "John Smith" when the order is posted to QuickBooks. The customer can also be notified once he has been created on the online store.

 

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3) Repeat customer options

 

For existing customer, how do you want to handle new information? Select the check box if you would like eCC to automatically update the shipping, billing and credit card information of existing customer in QuickBooks. To be able to update credit card information your online store must save credit card numbers (not recommended).

 

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4) Customer Sync Options

 

Do you want to tell the customer that their details have been entered within the store? Select the check box if you would like eCC to notify the customer that their details have been entered into the online store database.

 

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