quickbooks create job desktop sync tool create customer existing customer Create a New Customer/ New Job or New Job for existing Customer in sync tool

In the LMN QuickBooks Desktop sync tool, you have the option to edit the match in order to create a New customer/ New Job or edit the match to create a New Job for an existing Customer when exporting an invoice(s) or timesheet(s) and an incorrect match is auto-selected.

Step 1: Edit match to create a new customer + job or map to an existing Customer + Job or create a New Job under the existing Customer.

  • In the sync tool when prompted with customer/ job match click on Import Action to edit match.

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  • Select New Customer + Job if the customer is mapped incorrectly and does not exist in your Customer Centre in QuickBooks.  If the customer exists in QuickBooks, please scroll to Step 2 for how to map to the correct Customer/ Job or map to the Customer to create a New Job.

Step 2: Select existing Customer + Job (if applicable) or existing Customer to create New Job.

  • If you would like to match to the existing Customer/ Job, drag and drop the existing Customer's job to map to the LMN Time Job.  However, if you would like to create a new job for an existing Customer, then drag and drop the Customer (not the jobsite) to the LMN Time Job (pictured in screenshot below).

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Another option that will allow you to create a New Customer/ New Job or a New Job for existing Customer is to open the LMN QuickBooks sync tool and go to Step 7 - Link your jobs to QuickBooks jobs.  Under the Matched Jobs drop-down right click on the matched job to clear the match.

  • This step will break the match.  That way when you are ready to export Timesheet(s) or Invoice(s), you will have the option to create a New Customer/ New Job or match to an existing Customer and create a New Job.

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