Manually link an order to an existing QuickBooks customer

MonuDesk created a brand-new QuickBooks customer called "Basinger" instead of matching our existing "Basinger, Patricia", so now we have duplicates. Let us type the last name and pick the right existing QuickBooks customer ourselves. Our old system did it that way and it worked.

β€” Kim & Rick (Shafer Memorials)

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Upvoters
Status

Fathom

Board
πŸ’‘

Feature Request

Date

10 days ago

Author

Dennis Rodin

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