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 emailVF groupVF group QB parent default billing addressVF order billing formQB parent customer matchQB 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,

  1. Go to VendorFuel > Customers > Groups.

  2. Select a Group to edit it.

  3. Look for the QuickBooks: parent customer section on the right side of the page.

  4. Select the plus icon to select a customer. A dialog will then appear allowing you to search customer accounts.

  5. Select a customer that has a default billing address.

  6. 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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