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Learn how QuickBooks Connector matches system info

SOLVEDby QuickBooksUpdated July 06, 2022

When connecting multiple systems, QuickBooks Connector (OneSaas) can match pre-existing data without creating duplicates.

Contacts

QuickBooks Connector uses a complex algorithm to match contacts across different systems. We use the following criteria:

  • Company name
  • First name
  • Last name
  • Email
  • Phone number

As a first step, we will pull contacts data from the connected systems into QuickBooks Connector, and check if any contact names match up. Then, we look at these contacts' emails to confirm they're a match.

If the emails don't match, we won't match them. If one or more of the contacts don't have an email, we'll try to match using the phone numbers. If the phone numbers don't match, we won't match them.

Note that we can't handle existing duplicates. For example, if you have a repeat customer who creates a new login account for every purchase, we will treat every new account as a separate contact. We can't merge existing duplicates.

Products

QuickBooks Connector matches products using their SKU/product code. Make sure that these are the same for corresponding products in your systems.

Product names and descriptions don't have to be identical.

Invoices

Invoices are matched using the invoice number.

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