Syncing Data from Quickbooks

This article will go through available settings for syncing data from Quickbooks

Customer Sync Settings

1. Sync Customers - shows whether the sync will bring down Customers from Quickbooks. If this is off, no other settings in this section have any effect.
2. Create Accounts From Customers - if checked, an Account will be created in CreataCRM for any Quickbooks Customer that doesn't have an Account. No existing Accounts will be updated unless the Update Accounts option is selected.
3. Update Accounts From Customers - if checked, existing Accounts for Quickbooks Customers will be updated when the Customers are synced. No new Accounts will be created unless the Create Accounts option is selected.
4. Create Contacts From Customers - if checked, a Contact will be created in CreataCRM for any Quickbooks Customer that doesn't have a Contact. No existing Contacts will be updated unless the Update Contacts option is selected.
5. Update Contacts From Customers - if checked, existing Contacts for Quickbooks Customers will be updated when the Customers are synced. No new Contacts will be created unless the Create Contacts option is selected.
6. Create Companies From Customers - if checked, a Company will be created in CreataCRM for any Quickbooks Customer that doesn't have a company. No existing Companies will be updated unless the Update Companies option is selected.
7. Update Companies From Customers - if checked, existing Companies for Quickbooks Customers will be updated when the Customers are synced. No new Companies will be created unless the Create Companies option is selected.