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PSA sync to Quickbooks Desktop - automating customer import?

SteveDS
in Windows

Featured Replies

Posted

Is there any way to automate on a schedule the importing of customers from Quickbooks to the PSA? I know invoices are automatic, why not customers?

 

Thanks,

 Steve

  • Staff

Hi Steve,

Unfortunately you will need to do this manually, because we do not know if you want to import all customers or only few of them.

image.thumb.png.870d7b8eeb7218188e4f05b03724d700.png

  • Author

Can this be added in the future? This will be a pain to input new customers into Quickbooks, then after everyone go in and have the tool pull them from Quickbooks. I could understand if I had millions of users, but I only have about 400. Why can't this be automatic? Invoices are but my customers I make invoices *for* are not?

  • Staff

The synchronization works both ways. If you will Export the invoice for the customer which doesn't exist in QuickBooks, then Sync tool will create this customer account into QuickBooks. The same applies to the invoice items, if item doesn't exist in QuickBooks, then it will be created.

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