Quickbooks Customers or Suppliers and Klipboard Clients, Client Locations or Suppliers Sync Rules after the first sync:

Clients & Client Locations Sync Rules:

  • Clients from Klipboard sync to Quickbooks Parent Customer and is two way for edits

    Therefore always create your Client on Klipboard and it will sync to Quickbooks, do not create them on Quickbooks.

  • Client Sub Locations / Site Locations from Klipboard sync to Quickbooks Sub Customer of the Parent Customer and is two way for edits

    Therefore always create your Client Location on Klipboard and it will sync to Quickbooks, do not create them on Quickbooks.


    Suppliers Sync Rules:

  • Suppliers from Klipboard sync to Quickbooks Suppliers and is two way for edits

    Therefore always create your Supplier on Klipboard and it will sync to Quickbooks, do not create them on Quickbooks.

  • Quickbooks has a specific rule regarding Clients (Customers) or Suppliers that are created. All clients (customers) or suppliers created and synced to Quickbooks must have a unique name. This applies also to all Clients, Client Sub Locations and Suppliers you create on Klipboard to ensure that they sync to Quickbooks.

  • A Client can not also be a Supplier and vice versa.

  • A Client can not have the same name as a Supplier and vice versa


    Clients & Client Locations Parent Customer & Sub Customer Hierarchy Sync Rules:

  • At the first time connection between Klipboard and Quickbooks, all customers and suppliers will be synced from your Quickbooks account to Klipboard as the existing hierarchy (parent customer and sub customer) is set in Quickbooks.

    However, going forward if you change this hierarchy in Quickbooks (ie. change a parent customer to a sub customer or vice versa) it will not be reflected in Klipboard. Any edit or invoices will still sync from Klipboard to the parent or sub customer though.

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