When you create a new Customer in SynkedUP, the last step is to Push it to QuickBooks. Here's how to handle it if you get an error saying that this Customer already exists in QuickBooks.
Step by Step:
Step 1:
First of all, search for the Customer in the list of QuickBooks customers in the popup. If you find it, click on it and hit Link at the bottom of the popup. If the Customer doesn't show up, go to the next step.
Step 2:
Log into your QuickBooks account. Hover over Sales and select Customers.
Step 3:
Search for the Customer you're trying to push to QuickBooks to confirm that they do exist in QuickBooks.
Step 4:
If the Customer shows up in QuickBooks, but doesn't show up in the popup box in SynkedUP, the most likely cause is that the Customer is also listed as a Supplier in QuickBooks.
Marking a Supplier as inactive doesn't solve the problem, so the easiest way to solve the issue is to slightly modify the Customer's name so QuickBooks recognizes it as a different entry. For example, you can add "customer" to the end of the Customer's last name.
Step 5:
Hit Save and click on the Link icon and click Push this Customer to QuickBooks again.
Hopefully, that clears things up for you!
Let us know if it didn't or if you have any other questions. Just send us a message in the blue chatbox!