Hello there, SSS.
Thanks for sharing the additional details in your screenshot. I'd be glad to help you address the error you encountered in QuickBooks Online (QBO).
The error occurs when QBO detects a name conflict between an existing record and the returning customer you're trying to sync. Since QBO doesn't allow identical names across records, it pauses the sync until the duplication is resolved.
To address this error, you'll have to locate the duplicate customer in QBO. You can follow the steps below:
- Select +New and then select Check.
- In the Payee dropdown menu, enter the name of the customer you're trying to sync.
- Look for duplicate entries in the list. QBO will show if the name is associated with a vendor, employee, or customer.
Next, you'll want to update customer information in QBO by adding a middle initial or special character to ensure unique names. You can consider renaming the customer with a middle initial, number, or descriptor like Returning.
Here's how:
- Navigate to Sales, and then select Customers.
- Select the duplicated customer entry, and click Edit.
- Update the name to make it unique. You can add a middle initial, a number or a descriptor.
- Save the changes to prevent future conflicts.
Once the name has been updated, you'll want to return to Shopmonkey and try syncing the invoice and payment again. The process should complete successfully.
However, if issue persists, I recommend reaching out to Shopmonkey's support team for further guidance. They can provide specific advice related to their integration to help you resolve this issue.
Feel free to reply to this post if you need further assistance.
