Navigate to TNW QuickBooks > Customer page which holds configuration for customer synchronization

Step-by-step guide

• Synchronization Type
  • Automatic - Magento will try to create / update QuickBooks customer as you or the customer makes changes in real time
  • Manual - Have control who should be synchronized with QuickBooks and when. You will be able to trigger synchronization from the customer record in Magento

Customer Grid

• QuickBooks Id - Id of the corresponding QuickBooks customer (clicking on the ID, you'll be taken to the corresponding QuickBooks customer page)
• Sync Status:
  • Check Mark Icon - Magento customer data identical to QuickBooks customer data
  • Exclamation Sign Icon - Magento customer has not been synchronized yet and data in both systems may differ from one another
• Sync with QuickBooks (action) - Clicking the button will trigger synchronization process with QuickBooks

Customer Detail Page

• QuickBooks Id - Id of the corresponding QuickBooks customer (clicking on the ID, you'll be taken to the corresponding QuickBooks customer page)
• QuickBooks Sync Token - number of changes of QuickBooks customer data
• Sync Status:
  • In Sync - Magento customer data identical to QuickBooks customer data
  • Out of Sync - Magento customer has not been synchronized yet and data in both systems may differ from one another
• QuickBooks Sync (button) - Clicking the button will trigger synchronization process with QuickBooks

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