QuickBooks® allows you to store and match customer names in one of two formats:
- FirstName <Middle Initial>. LastName
- LastName, FirstName <Middle Initial>.
Be sure to select the same format in both ClubExpress and QuickBooks®, to ensure that imported transactions and payments are linked to the correct customer records.
Note that QBD does not provide an update function for customer data. When you run the Member and Non-Member export, and then import the customer file into QuickBooks®, the program will match as described above. For each matching record, the data in the imported customer file will completely replace any customer data previously stored in the matched records in QuickBooks®. For this reason, be sure to do your updates in your ClubExpress website, otherwise they may be lost when you export from ClubExpress and import into QuickBooks®.