Does the import create duplicate customers in Quickbooks? : AssociationSphere

Does the import create duplicate customers in Quickbooks? Print

Created by: Support Team

Modified on: Thu, 25 Mar, 2021 at 9:15 AM

The import will use the Customer Name in Quickbooks to see if the customer already exists. It will compare the Customer Name with the First Name & Last Name in AssociationSphere. If it finds a match, it will create the transaction on that Customer record. If it does not find a match, it will create a new Customer.

You go to Account > Settings to specify if you use First Name Last Name or Last Name, First Name in QB.

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Does the import create duplicate customers in Quickbooks? Print

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