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

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Company Billing: [email protected]

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Company Billing : [email protected]

Company

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Company Billing: [email protected]

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Company Billing : [email protected]

Company

Company Billing: [email protected]

Any value

Company Billing: [email protected]

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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