How to Sync Customers to QuickBooks Online

Once you've connected Roof Chief to QuickBooks Online, you can sync customer information to avoid re-entering data in your accounting system when creating invoices.

Prerequisites

This process requires an existing QuickBooks Online connection. If you haven't connected the accounts yet, complete that setup first.

Accessing Customer Sync

1. Go to a sold job for your customer
2. Click on the job to open the job page
3. Click the arrow button in the closeout section (only visible for sold jobs)
4. Navigate to the closeout page

Customer Setup for QuickBooks

The first section on the closeout page is "Customer Setup for QuickBooks," where you'll sync contact information:

For New Customers:

• Click "Sync Contact" to transfer the customer from Roof Chief to QuickBooks

For Existing Customers:

• Find the existing customer from your QuickBooks list instead of creating a duplicate

Customizing Sync Options

Before syncing, you can configure several settings:

Name Format:

• Last name first
• First name first
• Choose based on your company's QuickBooks consistency

QuickBooks Account Display:

• Address only
• Job name only
• Job and address combined
• Select what works best for your company

PO Number:

• Add purchase order number if your company requires it

Completing the Sync

1. Configure your preferred settings as described above
2. Click "Sync Contact"
3. Confirm "QuickBooks Sync Completed" message appears
4. Customer is now ready for invoicing in QuickBooks

Benefits

Syncing customers eliminates duplicate data entry between systems, ensures consistency in customer records, and streamlines the invoicing process by having customer information readily available in QuickBooks when you're ready to bill for completed work.