Financing, tax rates, and accounting
We wrote our own customer import (using the REST API) so we could include sales history, but when the Quickbooks Connector first synced with Quickbooks about half of the customer records matched up, and half created new records in Quickbooks. This was a test load, so we have one more chance to make it work better.
Is there a way to improve matching? Some additional data I can include in the Customer records? Specific matching fields that have to contain exact data from our Quicken POS customer records? We have over 3000 customers so removing duplicates manually isn't really an option.
i have the same issue
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