Customer & contact sync
How customer structure and contacts sync between QuickBooks and Kolleno, including hierarchy and reference fields.
3 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.