Customer Preferences

The choices you make now will determine how the ProductCart Synchronizer exchanges information with your QuickBooks company file.

• How do you want to map Customers?
  • Map each ProductCart customer to an individual item account in QuickBooks.
    Select this option to track individual customers in QuickBooks. You do not need to track all customers. For example, you can map only wholesale customers and send all others to a generic account.
  • Match all ProductCart customers to one generic item account in QuickBooks.
    Use this option if you do not need to track individual customers in QuickBooks, or you are approaching your MAX allowed customer limit in QuickBooks.
• ProductCart automatically exports orders. How should ProductCart handle unmapped customers?
  • Automatically create a new customer in QuickBooks.
    This is the recommended option. Select this option and there is no need to manually map any customers. ProductCart will always export customers automatically “as needed”. Note that this setting may trigger the export of all of your customer accounts to QuickBooks the first time you export an order. See this FAQ on the topic.
  • Put them in a generic account that I will specify.
    Select this option and there is no need to manually map any customers. ProductCart will always associate the order with your generic customer account. e.g. Online Customer.

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