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How to Link Your Customer with a QuickBooks Customer
How to Link Your Customer with a QuickBooks Customer

Link your SynkedUp customer with a QuickBooks customer to enable invoicing, etc.

Fred Pape avatar
Written by Fred Pape
Updated over a week ago

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:

Step by Step:

Step 1:

Begin by clicking on the Clients & Properties on the left sidebar.

Step 2:

Next, select the customer you want to link

Step 3:

Click on the link button on the right side of the screen.

Step 4:

If the customer exists in your QuickBooks account, search and select the customer you want to link, then click Link. Otherwise, click the green Push this Customer to QuickBooks button.

That's it! Your customer is now linked to QuickBooks and you're ready to start Invoicing!

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.

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