![]() ![]() Only download customers from QuickBooks if the company name does not yet exist in Copilot – If checked, only customers in Quickbooks that do not have a customer with a matching company name in Copilot will be synced to Copilot. Only upload customers to QuickBooks if customer email does not yet exist in QuickBooks – If checked, only customers that do not have an email yet in Quickbooks will be synced from Copilot. Only upload customers to QuickBooks if the company name does not yet exist in QuickBooks – If checked, only customers that do not have a customer with a matching company name in Quickbooks will be synced to Quickbooks. Next, you will choose what you want to sync from your QuickBooks account.Īuto-Sync Customers – If checked, customers are allowed to be auto-synced. If you haven’t connected to your QuickBooks Account, click “ Connect to Quickbooks ” in the Settings under the QuickBooks Sync tab. You will see the settings if you have already signed up for QuickBooks Sync. If you have the same customers in Copilot and Quickbooks, it may lead to duplicate customers. Please note : QuickBooks Sync only works with the online version of Quickbooks. ![]() If your plan does not include Quickbooks Sync and you have not signed up for you will see the option to do so. To get to your QuickBooks Sync settings, click the gear icon on the top right of the screen, then click “ QuickBooks Sync. ![]()
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