Creating Customers Best Practice

1. Consistent Customer Information

   • Enter customer names exactly the same across all portals.

   • Variations in formatting (e.g., "TRADING INC" vs. "TRADING INC.") will result in multiple customer records in QuickBooks.

2. Keep Customer Information Up to Date

   • Ensure that customer details, particularly email addresses, are accurate and current.

   • Updated email addresses help ensure customers receive important order information and invoices promptly.

Following these best practices will help maintain accurate records and streamline your QuickBooks integration process.