- Use Display Name to Find a Matching Customer If no E-mail Match is Found:
If no e-mail match is found, use the customer Display Name to search for a corresponding customer in QuickBooks before synchronizing a new customer record.
- Append Customer ID for Duplicate Customers:
To prevent errors when syncing customers with identical names but different e-mail addresses, append the WooCommerce Customer ID to the Display Name in QuickBooks Online if the customer’s name already exists.
- QuickBooks Display Name Format for New Customers:
Utilize the available tags to configure the format for the “Display Name As” field in QuickBooks Online. This setting will determine how customer names appear for records synced to QuickBooks Online, ensuring consistency and clarity.
