Export Customers to QuickBooks Online
Can be launched from the context menu in Customers section of Store Manager.
Choose the users you want to export and with the right-mouse-clicking activate the context menu.
In 'Addons' find the Export to QuickBooks Online command:
On the Settings page select the export method from a drop-down list:
"Create and Modify" - create new customers and update details of the existing ones on QuickBooks Online.
"Create Only" - add new customers to the QuickBooks customers list. The customer details will not be updated.
"Modify Only" - update the existing customers' details and do not create the new ones.
Customer Options area
‘Display name’ - Choose the macros for customer identification. The value should be unique.
If the display name is the same as the check name - the checkbox below should have the active status (green colored):
In case, you want to specify your own customer name on the check - turn-off the status in the checkbox to activate the field below:
The macros list becomes available after pressing the browse button, illustrated below:
To manipulate with the account credentials use the options in the lower side:
[Add account] for authorization - call the form with the Authorization details to create a new connection to Company.
[Edit account] - open the page with available connections to QuickBooks Company. Rewrite existing information.
[Delete] - remove account from a list.
Press [Process] to launch the exporting data.
