Step 1: Access the Companies Page
Navigate to the 'Companies' page within Truckbase.
Select the customer you want to edit by clicking on their name.
Click "Edit" to modify the customer's details.
Step 2: Enter the Customer ID
In the editing page, locate the field for Customer ID.
Enter the Customer ID that corresponds with your QuickBooks Online customer records.
Why Customer IDs Matter
Assigning Customer IDs enhances the accuracy of data synchronization between Truckbase and QuickBooks Online. This prevents issues such as duplicate entries or mismatches.
How Matching Works When Generating Invoices
Truckbase initially searches for a Customer ID to find the corresponding customer in QuickBooks Online.
If a Customer ID is not available, Truckbase will attempt to match the customer based on the billing email and customer name.