What you'll do
Each Zentive customer is linked to one QuickBooks customer. Invoices and payments for that customer then post to the right place.
Do this
- 1
Settings → QuickBooks → Customers
Zentive suggests matches by name and email. Confirm each, pick a different QuickBooks customer, or choose Create in QuickBooks.
- 2
New customers later
When you send a customer's first invoice, Zentive links or creates the QuickBooks customer automatically and logs it.
- 3
Edits
Changing a customer's name, email, phone, or billing address in Zentive updates the linked QuickBooks customer.
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Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.
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