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Consistent Customer Information
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Enter customer names exactly the same across all portals.
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Variations in formatting (e.g., "TRADING INC" vs. "TRADING INC.") will result in multiple customer records in QuickBooks.
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Keep Customer Information Up to Date
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Ensure that customer details, particularly email addresses, are accurate and current.
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Updated email addresses help ensure customers receive important order information and invoices promptly.
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Following these best practices will help maintain accurate records and streamline your QuickBooks integration process.