Linking your SynkedUP Customer with a QuickBooks customer is fairly straightforward. The video and step-by-step instructions below will walk you through it.
This article assumes:
This article assumes that you're linking an existing customer. If you need to add the customer to SynkedUP, click the following link for instructions on how to add a new customer.
Here's a video tutorial on how to do it:
Linking SynkedUP Customer to QuickBooks Account
1. Click here.
2. If the customer does not yet exist in your QuickBooks account press the green "Push this Customer to QuickBooks"
3. If the customer does already exist in your QuickBooks account, Click the "search QuickBooks customers..." field.
4. Search for the customer
5. Click on the customer
6. Click "Link"
If you have any questions, please don't forget to use our chat box in the lower right-hand corner of your screen. We will be more than happy to help you.