How to sync your customers between Timely and QuickBooks
Once you connect QuickBooks to Timely, you will be able to automatically sync any invoices you raise for your customers.
As part of that process, customer information will be transferred between the two systems. This includes the following information from Timely:
- First name
- Last name
- Company name
- Postal address
- Date of Birth
- Telephone number
- SMS Number (Mobile)
There are three main ways that businesses have been using Timely and QuickBooks:
- Already using Timely, but new to QuickBooks.
- Already using QuickBooks, but new to Timely.
- Already using both Timely and QuickBooks, but not together.
The approach for syncing customers will depend on which setup you have:
New to QuickBooks
If you're new to QuickBooks, then you won't have any existing customers recorded there, which makes it pretty simple for syncing customers from Timely!
When an invoice for a customer is synced to QuickBooks, we will create a new customer record (with the above information) for them there too.
We will remember which customer profile in QuickBooks we created and automatically assign any future invoices to that same customer.
New to Timely
If you're new to Timely, but have been managing your finances with QuickBooks, then you may wish to bring your customer information across to Timely.
The best way to do this is via a customer import. Our How to import your customers into Timely guide steps you through that process.
- Customers in QuickBooks with have a First name, Last name and Company name. This will populate the Display name as field:
- Customers in Timely will have a First name, Last name and Company name, which is displayed as so <First name> <Last name > - <Company name>:
To make sure the customer's history is accurately recorded across both systems you'll want to make sure that those two match. This could mean adding a Company name to the Display name as field in QuickBooks, or removing the Company name in Timely (when appropriate).
Existing customer of both Timely and QuickBooks
If you have been using Timely and QuickBooks already, then you will likely have a number of customers that are shared between the two systems.
When an invoice for a customer is synced to QuickBooks, we will first check to see if there is an existing customer record that matches that customer's name.
As mentioned above, we will send the customer's name from Timely in the following format: First name Last name - Company name.
The customer's record in QuickBooks will have a First name and Last name, which is combined into a Display name as field. The display name in QuickBooks must match the Timely format above to be considered a match. (See above)
As in the other two scenarios, once a customer has been synced to QuickBooks once we will remember which customer profile in QuickBooks was used. Any future invoices for that customer will be synced to the same record.
If the customer's First name and Last name in QuickBooks match to the Timely record, but the Display name is different, then we will flag this customer as a duplicate and the invoice won't be synced.
To match the customer in QuickBooks and allow the invoice to be synced you can update the customer's name in either Timely, or QuickBooks, so they they are the same in both applications: