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Helcim Commerce » Integrations » QuickBooks » QuickBooks Online » Importing »

Importing Customers from QuickBooks Online

In Helcim Commerce...
  1. Click on Customers in the left menu
  2. Under Customers, click Import/Export
  3. Click Import from QuickBooks Online
  4. Click Sync
  5. You will see a list of customers. You can choose all or uncheck all and choose specific ones. (Green = new customer; Yellow = update existing customer; Red = an issue needs to be resolved before the customer can be imported)
  6. Click Confirm & Import