How do I set up customer synchronization between CleanManager and QuickBooks?

Precondition

 

To be able to set up the customer synchronization you need to have created an integration between CleanManager and QuickBooks, see more in the article: Integration setup for QuickBooks

If your integration is already set up for QuickBooks, you can continue setting up the customer synchronization:

How to set up the customer synchronization to QuickBooks

Log in to CleanManager with the user type Administrator

 

In the menu, click on Settings > Integrations

 

Hereafter, you can click on the button Customers in the top section

 

Click on the dropdown button and select QuickBooks

 

Click on Save to complete the setup

 

The synchronization is now completed, see the active Dinero logo that has been assigned

 

You can now continue synchronizing your customer data in this article:

Customer synchronization