👉 Sellar will only create a new customer or find an existing one when attempting to create an invoice in response to an order being finalized on Sellar.
New customers
If Sellar has to create a new customer on Quickbooks, we pass along the following details. This happens the first time you process an order for this customer:
Field name on Sellar | Field name on Quickbooks |
Trading name | Customer |
Invoice email | |
Delivery address | Shipping address |
Invoice address | Billing address |
Existing customers
When an existing customer in your Quickbooks customer list can be identified, Sellar will link the invoice with that customer.
👉 Currently, should the customer details on Sellar differ from those on Quickbooks, Sellar will update those details on Quickbooks when an invoice gets created. If you do not want this behaviour and would prefer Sellar leaves customer details unchanged, please get in touch via hello@sellar.io or your account manager to make a feature request.