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) 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 edits / updates to a Client (customer) or invoices will still sync from Klipboard to the parent or sub customer appropriately though.

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