Customer Sync

QuickBooks Connector automatically syncs your Shopify customers to QuickBooks Online, keeping your customer records consistent across both platforms.

How It Works

When you sync a customer, QuickBooks Connector:

1. Fetches customer data from Shopify
2. Maps the customer fields to QuickBooks format
3. Creates the customer in QuickBooks Online
4. Tags the customer with Ts-QBO-Sync in Shopify to track sync status

What Gets Synced

Auto Customer Sync

With webhooks enabled, customers are automatically synced when:

• Customer Created — A new customer signs up or is added to your Shopify store
• Customer Updated — An existing customer's details are modified

Viewing Customers

Navigate to the Customers page in the QuickBooks Connector app to see your customer list and sync status.

The dashboard shows:

• Total Customers — Total customers in your Shopify store
• Synced to QuickBooks — Number of customers synced to QuickBooks
• Not Synced — Number of customers pending sync

Customer Table

Search and Filter

• Search by customer name, email, or phone number
• All — Filter by sync status (All / Synced / Not Synced)
• Sort by customer name (click column header)

Syncing Customers

Sync a Single Customer

1. Go to the Customers page
2. Find the customer you want to sync
3. Click the Sync button next to it
4. The customer will be queued for sync to QuickBooks

Bulk Sync All Customers

1. Go to the Customers page
2. Click Sync All Customers button in the top-right corner
3. All unsynced customers will be queued for processing

Resync a Customer

To update an already-synced customer:

1. Find the customer on the Customers page
2. Click the Resync button (shown for already synced customers)
3. The customer record will be updated in QuickBooks with the latest Shopify data