Transfer customers using Unify Enterprise

Note: This section is eCommerce platform & accounting package dependent. A few features on the Transfer Customers screen will differ with different webstores and different accounting packages. However, the basic functionality remains the same. 

 

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 'My Customers' Section by going to Customers >> My Customers >> Get Customers

 

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.

 

 

 

 

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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