Customer & contact sync
How customer structure and contacts sync between QuickBooks and Kolleno, including hierarchy and reference fields.
By Kolleno1 author3 articles
Contacts Synchronization Between QuickBooks and KollenoKolleno keeps your QuickBooks contacts in sync, ensuring names, emails, and phones are updated.
Customer Groups from QuickBooksUsing QuickBooks' customer hierarchy, customers import into Kolleno as linked, preserving structure for collections.
Use the QuickBooks contact name as ReferenceIf you need to use the QuickBooks customer's contact name as reference.