Sync customers with QuickBooks

Do this

1. 1

   Settings → QuickBooks → Customers

   Zentive suggests matches by name and email. Confirm each, pick a different QuickBooks customer, or choose Create in QuickBooks.

2. 2

   New customers later

   When you send a customer's first invoice, Zentive links or creates the QuickBooks customer automatically and logs it.

3. 3

   Edits

   Changing a customer's name, email, phone, or billing address in Zentive updates the linked QuickBooks customer.