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 from Quickbooks and tell Commusoft to associate the customer/supplier with this information.
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.
In Quickbooks, go to 'Customer/Supplier Centre' (depending on which type of account you are linking).
Double click on the customer/supplier name, this will allow you to edit the information.
Whatever is written in the field marked 'Customer/Supplier Name' needs to be copied. This name is what will link your customers in Commusoft with your customers in Quickbooks.
Open your company settings and, from the 'Integrations' section, click 'Accounting interfaces'.
Then you will see your accounting integration dashboard. Click 'Quick links' then 'Link customers and suppliers'.
You will see a page with all of your customers/suppliers on. Paste the code into the Accounting reference column.
Repeat for all customers/suppliers.
Go back to: Quickbooks desktop: Overview