QuickBooks Online Pull Customers

1. Click
   Menu
   then Users
2. Click the Account Designation button – Customers, Resellers, Dealers, Vendors, etc.
3. Click Pull Customers
4. While it’s pulling in the Accounts, there will be a progress indicator showing you the progress – total processed vs total number.
5. Once completed, the page will refresh and you should see your accounts pulled in.

If you encounter any issues, please reach out to support.

The QuickBooks Online Customer to Orderwerks Account Mapping is as follows, when pulling in Customers to Orderwerks:

QuickBooks Online Property	Orderwerks Property
Display Name	Name, Ship To Name, Bill To Name,
Primary Email Address	Email
Company Name	Ship To Company Name, Bill To Company Name
Ship Address Line One	Ship To Address Line One
Ship Address Line Two	Ship To Address Line Two
Ship Address City	Ship To City
Ship Address Country Sub Division Code	Ship To State
Ship Address Postal Code	Ship To Postal Code
Primary Phone	Ship To Phone, Bill To Phone
Fax	Ship To Fax, Bill To Fax
Bill Address Line One	Bill To Address Line One
Bill Address Line Two	Bill To Address Line Two
Bill Address City	Bill To City
Bill Address Country Sub Division Code	Bill To State
Bill Address Postal Code	Bill To Postal Code
Resale Num	Resale Tax ID