You can customize some aspects of mapping and sync behavior.

Change the QuickBooks options

  1. In the QuickBooks menu, click Overview.
  2. Click QuickBooks Settings.
  3. In the Sync Behavior section, select the following options.
    • New Invoices - Sets whether new invoices should be created during every sync. Select Always create a new invoice if you wish for unbilled items in every sync to always be sent to a new invoice. Select Append to the customer’s latest open invoice if one exists if you wish for unbilled items to be appended to the customer’s most recent open invoice. If no open invoice exists, then a new invoice will be created instead.
    • Automatically Create Customers - Accounts without a mapped customer will always be automatically mapped to any customer with a matching email address. This option sets the behavior of the sync in cases where no customer is found. Select Automatically create a new customer in QuickBooks to have the sync create a new customer. Select Stop the sync if you wish for no action to be taken; you should create the mapping manually and then restart the sync.
  4. In the Mappings section, select the following options.
    • Customer Name Format - Sets the format of Display Names to use when creating or comparing accounts to mapped QuickBooks customers. Select Billing user: First Last to use the name of the account’s billing user in “First Last” format. Select Billing user: Last, First to use the name in “Last, First” format. Select Account: Name to use the name of the account itself.
  5. Click Save Changes.