Customers

  • Should I pull QuickBooks Online Customers into WooCommerce?

    Our WooCommerce sync plugin does allow you to pull certain QuickBooks Online data from QuickBooks Online to WooCommerce. The most popular data types this is intended for is Products and Inventory, allowing you to ease double entry by pulling products or inventory levels into WooCommerce instead of manually entering them....
  • What is the “Auto Mapping” feature, and how can I use it?

    After installing our WooCommerce Sync for QuickBooks Online plugin, one of the final configuration steps is mapping, or linking – existing WooCommerce data to corresponding QuickBooks Online data. Read more about mapping here.   The mapping process is very simple, and only needs to be completed once. However, for stores with hundreds –...
  • Setting custom Roles to be recognized as Customers

    In WooCommerce, the role “Customer” is the default role that all customers are added into when they register. This is the role that our integration reads by default to determine which users to map/sync, and which to ignore (Shop Managers, Administrators, etc). However, it’s common practice to separate different types...
  • How we handle syncing new vs. existing customers to QuickBooks

    One of the well-refined features of our QuickBooks sync is the way in which our integration handles determining the sync of new customers in QuickBooks, and if they exist already in QuickBooks. In this article, we will discuss how our integration handles the logic of syncing customers.  Logic When we...