Setting QuickBooks parent customer
How to set a QuickBooks parent customer for a customer group.
In QuickBooks, how a customer is selected depends on the customer configuration in VendorFuel.
VF customer email | VF group | VF group QB parent default billing address | VF order billing form | QB parent customer match | QB customer match |
---|---|---|---|---|---|
John Doe john@example.com | None | None | Company Billing: company@example.com | None | Company Billing : company@example.com |
John Doe john@example.com | Company | None | Company Billing: company@example.com | None | Company Billing : company@example.com |
John Doe john@example.com | Company | Company Billing: company@example.com | Any value | Company Billing: company@example.com | John Doe : john@example.com |
To set a group's QuickBooks parent customer,
Go to VendorFuel > Customers > Groups.
Select a Group to edit it.
Look for the QuickBooks: parent customer section on the right side of the page.
Select the plus icon to select a customer. A dialog will then appear allowing you to search customer accounts.
Select a customer that has a default billing address.
After selecting the customer, select the Save button. The dialog box should then close and you should see the customer's info in the QuickBooks: parent customer section.
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