Once you are done with CRM (salesforce integration) settings, the next important step is to configure how your customers and customer data need to be displayed to ensure compatibility between your online store and QuickBooks. This includes how your customers need to be arranged in your choice of accounting software, the matching parameters, type of customization options that need to be set and more.
To configure the customer settings
1. From the File menu, click Configure Store.
2. In the left pane of the Download Settings screen, click Customers.
3. In the Customers screen:
a. Under Select criteria for matching customers between QuickBooks and the Order, select the parameters(FirstName, LastName; Email, Company & more) from your online store and map them with the equivalent parameters in QuickBooks or vice versa.
b. If you want to set a second level mapping of customer criteria, in case the first level mapping fails, click the If no match, try this checkbox and select the appropriate mapping parameters.
c. Under If the customer is not found in QuickBooks, click Don't create the customer checkbox in case you want to use an existing QuickBooks customer.
d. From the Select Customer drop down box, click to select a customer and select the appropriate options (checkboxes) for configuring/customizing the settings for this customer.
Note: If you click the Create New Customer job in above selected customer checkbox (below Select Customer drop down box), you can click Setup to setup a new customer (optional step). Follow steps: (g) to (i) below to learn how to setup a new customer.
e. Alternatively, if you want to create a new customer, click Create a new customer with these settings.
f. From the Set Customer Name as drop down box, click the appropriate matching parameter (Ex: Email) and then click Setup (optional, if you want to further map the customer fields).
g. In the New Customer Settings screen, enter the various mapping parameters like customer type, terms, price level, tax code for taxable orders and more in respective fields.
h. If you want to map additional fields, click Map Additional Fields (job description, job type and account number) in the Map Additional Fields screen and then click Save.
i. Once you are done with the settings, click Save to save the new customer settings.
j. Under Repeat customer options, choose the appropriate option (update shipping address to latest, update billing address to latest and more checkboxes).
k. If you want to let the customer know that an account has been created for him/her in the online store, click the Notify Customer when creating at online store checkbox. Learn more about customer transfer here: Customer Transfer with Unify Enterprise.
l. Click Save & Continue to save the settings, directing you to the CRM setup screen.
What's Next :