How Does Customer Address Syncing Work in QuickBooks Bridge?

  • Pradip Ghanghar

Overview:

Our app seamlessly syncs orders and associated customer data from Shopify to QuickBooks. In this article, we will walk you through how customer address syncing works by default and how you can customize it to suit your needs.

 

Detailed Information:

Customer Creation in QuickBooks and Address Syncing (Default Behavior)

Customers are synced to QuickBooks along with their orders. When a customer is created in QuickBooks:

  • Shopify provides a default address for the customer.

  • The same default address is populated in the Billing Address field in the QuickBooks customer profile.

Example:

For an order associated with the customer Maverick McDaniel, Shopify provides both billing and shipping addresses. 

The Shipping Address is used as the default customer address because Shopify provides this address as the customer’s default address.

This address is synced to the Billing Address field in the customer profile in QuickBooks.

Customer’s default address in Shopify:

 

Optional Configuration : Separate Billing and Shipping Address Sync

We also provide a feature that can be enabled from the backend to allow more precise address mapping for customer profiles in QuickBooks.

When this feature is enabled:

  • The Billing Address in the Shopify order is synced to the Billing Address field in the QuickBooks customer profile.

  • The Shipping Address in the Shopify order is synced to the Shipping Address field in the QuickBooks customer profile.

 Note: This feature is not enabled by default. If you would like to use it, please contact us and we will enable it from our end.

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