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Tiara Dobbs
Level 3

Customer doesn't show in QuickBooks if I made them in Shopify and they don't have an invoice yet

I want to build a quote inside QuickBooks with a customer I made in Shopify, but QuickBooks will only sync customers who have an existing invoice. I have to make a invoice for that customer first so that QuickBooks will sync the customer so I can build my quote. Any way to allow QuickBooks connector to sync customer data immediately, even without a invoice? Much appreciated. 

4 Comments 4
LeizylM
QuickBooks Team

Customer doesn't show in QuickBooks if I made them in Shopify and they don't have an invoice yet

I understand the challenges when you're unable to seamlessly sync customer data from Shopify to QuickBooks, Tiara. I appreciate you for taking the time to tell us about your concern. I'll make sure you'll be guided to the right support available.

 

Please know that QuickBooks only rely on the transactions posted from your integrated third-party app. Thus, you can check the App settings to see if it's set up correctly. 
 

Otherwise, you can contact their Customer Support Team for assistance with the integration process. You can find their contact details on their website or in their support section.

 

Feel free to also browse this link for more insights on how the integration works and the answers to the most frequently asked questions about it: QuickBooks & Shopify Better together

 

Keep your posts coming if you have other questions or concerns with Shopify transactions. I'll be here to help. Take care and stay safe.

4Gal
Level 10

Customer doesn't show in QuickBooks if I made them in Shopify and they don't have an invoice yet

@Tiara Dobbs 

You can use a 3rd party connector to do so.

Tiara Dobbs
Level 3

Customer doesn't show in QuickBooks if I made them in Shopify and they don't have an invoice yet

Do you know a good one? I have an issue that also duplicates customer accounts in QuickBooks when I change the customer name in shopify, instead of updating the customer name in QuickBooks. 

4Gal
Level 10

Customer doesn't show in QuickBooks if I made them in Shopify and they don't have an invoice yet

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