🔗 This help guide assumes you already have your Quickbooks account connected to Sellar via our integration.
So Sellar can successfully identify your customers in Quickbooks when creating invoices via our integration, we need to know the Quickbooks ‘Customer ID’.
~intuit.com/app/customerdetail?nameId=76
You can find this by going to a specific customer in Quickbooks and looking at your browser’s address bar. The number after ?nameId= is your customer’s ‘Customer ID’. Copy and paste this into Sellar.
In Sellar, go to the customer’s page and select ‘Map Customer’. If you already have the Quickbooks integration connected, you’ll be prompted with a single field to enter the Quickbooks ‘Customer ID’. Add this here. From here onwards, we’ll link your customer as they are defined in Quickbooks to the invoice when we create it upon confirming orders in Sellar.
☝ Note: If you have previously entered the ID of your customer into the ‘Customer code’ field on Sellar, we will still check for a value here and use this should the dedicated Quickbooks ‘Customer ID’ field be empty. The way Sellar attempts to identify your customer upon order confirmation is:
Check the Quickbooks ‘Customer ID’ field for a usable ID value
If empty, check the ‘Customer code’ field for a usable ID value
If also empty, pass along the raw customer details to Quickbooks (name, delivery address, etc.)
Should no ID value exist on Sellar, Quickbooks will use the raw customer details to create a new customer.