Quickbooks Import QBI

[adam5532]

Using QB 2009 Pro, Zencart 1.3.9d, QBI 3.21. I have been using QB for a couple of years, but just changing to Zencart and QBI. If an existing customer registers on zencart, can I merge their "new" account in QB with their "old" account, so I can see their order history in QB, or do they need to keep 2 seperate accounts?

QBI needs to use some kind of logical consistent system for naming customer accounts, whereas you may use some human creativity in doing it yourself. Accounts also need to be guaranteed to be unique, so QBI can't just name John Smith as SMITH. If your human system is haphazard and doesn't fit a definable pattern, then QBI will not be able to duplicate it. QBI's default is to use the Last Name, then a dash, and then the Customer Record Number from Zen Cart. QBI has a flexible template system that lets you define how the QB Customer Name is defined.

So, in short, it is likely that QBI will have no way to guess your human assigned Customer Names, and you will end up creating new accounts when you import into QB. Inside of QB, you can merge the existing Customer Name into the new Customer Name, so you won't have two accounts for the same customer, but you'll have to do this manually. Again, this isn't due to any limitation of QBI, but is a result of how you've likely been assigning Customer Names in the past before using QBI.

Thanks,
Adam