QuickBooks Desktop Canada: Link existing customers/vendors

If you've been using Commusoft and QuickBooks Desktop independently then you will have the same customers or suppliers in both systems.

  • The problem is that there is no link between these customer or vendor records and therefore when exporting data from Commusoft to QuickBooks Desktop, Commusoft will create a new customer or supplier record in QuickBooks Desktop.
  • To avoid this you need to 'tell Commusoft' that the customer or supplier already exists in QuickBooks Desktop. To do this you need to get the Third-party link code and tell Commusoft to associate the customer or vendor with this code.

Locating the Customer or Vendor Third-Party Link Code in QuickBooks Desktop

Go to Quickbooks Desktop > Customers or Vendors Centre > Double-click on the Customer or Vendor name > Copy field marked Customer or Vendor Name.



Link customers/suppliers

Go to Commusoft > Company settings > Integrations > Accounting interfaces > Quick links > Link customers and vendors > Paste the code from QuickBooks Desktop into the Accounting reference column.


Related Articles

Quickbooks desktop: Overview