Customer Match

Congratulations, you've almost completed the setup steps of Breadwinner for QuickBooks! 

Let's now get QuickBooks Customers matched.

In the Customer Match, you can map your QuickBooks Customers to existing Salesforce Accounts, Create New Accounts, Manually match or Ignore the match.

Accept All Suggested Matches:

Now, let's see how the Accept All Suggested Match option works in the Customer Match process.

When the “Accept all the suggested matches” option is clicked, a pop-up will display how many QuickBooks Customers have suggested a Salesforce Account match and also display options on how to match its related QuickBooks Sub-Companies.

Click here for a mass update option:

Let's see how the “Click here for a mass update” option works in the Customer Match process.

In this process, you can filter the QuickBooks Customer records by applying conditions based on fields so that they are not associated with any Salesforce Accounts and their related Invoices won't be imported into Salesforce org once you click on Process.