Skip to main content
All CollectionsIntegrationsQuickBooks
Customer Groups from QuickBooks
Customer Groups from QuickBooks

Using QuickBooks' customer hierarchy, customers import into Kolleno as linked, preserving structure for collections.

Ron Danenberg avatar
Written by Ron Danenberg
Updated over 6 months ago

If you use the customer hierarchy functionality in QuickBooks, they import into Kolleno as a group of linked customers.

The ultimate parent can be found via filters (look for the filter ‘Customer group parent’).

That way, you do not lose the structure you spent time building, and you can act on it in your collections workflows using the Customer Group level workflows.

Did this answer your question?