Configuration: Customer Synchronization

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

Open

• 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

Open

• 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

Open

• 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