After you elect to use QBO on the Money Options page, you must spend time updating several areas of your website to include QBO account names, classes and items names. Take care to record these names exactly as they appear in your QuickBooks® Online account. If names are misspelled on the ClubExpress side, QBO will assume the account, item or class does not exist and will create the account, item or class for you.
It's also important to continue to refresh the data maintained by ClubExpress if you make any changes on the QBO side. This reduces the number of errors you may receive and decreases the likelihood of accounts, customers and items being created if they don't match at the time of a data transfer.
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 the ClubExpress Money Options Page and QuickBooks®, to ensure that imported transactions and payments are linked to the correct customer records.
If you have made changes to customer names on your ClubExpress website, the CE=>QBO transfer will update customer names, company name, address, phone numbers, website, and email address for each customer that had activity in the transfer period.
If you make changes to names on the QBO side, those changes will not affect your ClubExpress database.