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Note

In order to be able to sync customer data from QuickBooks Online to Magento 2, each customer is required to have three following fields, include:

(minus) First Name

(minus) Last Name

(minus) Email: Please note that the email address must be unique.

If a customer is missing lacks one of them, it will be not able to sync to the List Customer page.

Note

After the data of new customers on QuickBooks Online is displayed at the List Customer page, the extension will allow admins to make any changes before th

 

 

 

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(2) Then click on Create Customer button to finish creating. 

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Before creating any customers, admins can view and edit their information in three tabs: Account Information, Billing Addresses, and Shipping Address: 

 

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  • Sales Receipt: 

Follow the two steps below to create a new sale receipt: 

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