The Transfer Customers option in the Customers menu enables you to transfer customers from your online store to QuickBooks in simple steps. However, before you commence with customer transfer, a preferred pre-requisite is to retrieve an updated list of customers from your online store.
Hence, this article comprises of two procedures as follows:
1. To retrieve the customers from online store
2. To transfer customers from your online store to QuickBooks.
Note: This section is eCommerce platform & accounting package dependent. A few features on the Transfer Customers screen may differ, based on the web store type and the accounting package. However, the basic functionality remains the same.
To retrieve the customers from your online store
1. Login to Unify Enterprise.
2. From the Customers menu, click My Customers.
3. In the My Customers screen, click Get Customers.
Wait for the customers' data to get retrieved from your online store, which might take couple of minutes.
4. Once done, click Online Store customers to view the updated list of customers.
To transfer customers from your online store to QuickBooks
1. From the Customers menu, click Transfer Customers.
2. In the Customer screen:
a. Click a customer record to display the details of the customer in the bottom section of the screen.
Note: By default, the status of all the customers is displayed as Missing, implying that these customer records are not available in QuickBooks.
b. Make changes to the existing data or add new data in various fields like First Name, Customer Type, Company, Address1, Address2, Terms and more.
c. Click Save to save the changes of the selected customer.
d. A message notifies that the customer details have been successfully updated. Click OK.
The status of this customer now changes from Missing to Ready to Transfer.
e. If you want to make changes to any other customer(s) for transfer, repeat steps from (a) to (d).
f. Click Transfer Customer(s) to transfer the selected customers.
g. In the pop-up window that opens, view the confirmation message corresponding to each customer transfer and then click Close to close the window.