Please read the overview article before completing these steps: Quickbooks online: Overview.
If you've been using Commusoft and QuickBooks independently then you will have the same customers/suppliers in both systems. The problem is that there is no link between these customer/supplier records and therefore when importing data from Commusoft to Quickbooks, Commusoft will create a new customer/supplier record in QuickBooks. This duplication isn't ideal.
To avoid this you need to 'tell Commusoft' that the customer/supplier already exists in Quickbooks. To do this you need to get the customer/supplier ID number from QuickBooks and tell Commusoft to associate the customer/supplier with this number.
Get customer/supplier ID:
To link existing customers/suppliers from QuickBooks to customers/suppliers in Commusoft, you will first need the ID of the customer/supplier in QuickBooks.
Click on the customer/supplier from your customer/supplier list.
The customer/supplier ID is displayed in the URL. Copy this, as this number will be used to link the customer/supplier between Commusoft and QuickBooks.
First, go to your Commusoft company settings.
Scroll down and click into 'Accounting interfaces'.
Then you will see your accounting integration dashboard. Click into 'Quick links' then select 'Link customers and suppliers'.
You will see a page with all of your customers/suppliers on. Paste (right-click in the box and paste) the code into the 'Accounting reference' column.
Repeat for all customers/suppliers.
Note: You can also link customers via their account page. Simply search for the customer/supplier and click Edit in the top right. Then in the third-party accounting code box, paste the number in.
Go back to: QuickBooks online: Overview.