Configuration: Customer Synchronization

Owned by Igor Krasnykh (Unlicensed)
Last updated: Jun 06, 2018
2 min read

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