Syncing Customer Name Correctly From QBD To Payportal

Steps to Sync Customer Information from QBD to Payportal - 

Access Customer List in QBD:

• Open QuickBooks Desktop (QBD).
• Go to the Customer Center by navigating to the customer section in the toolbar or menu.
• This will display a list of all your customers.

Edit an Existing Customer:

• From the list of customers, right-click on the customer you wish to update.
• Select Edit Customer from the context menu.

Update Customer Name for Payportal Sync:

• In the Edit Customer window, find the field labeled Customer Name.
• The Customer Name field is separate from the Full Name and Company Name fields, and this is the name that will be synced to Payportal.
• Ensure that the name you want to sync (whether it is the customer's name or company name) is entered into the Customer Name field. This name will appear in Payportal.

Update the Customer Information in WebConnector:

• After updating the customer details in QuickBooks, update your WebConnector.

• Log into Payportal:

  • Open your Payportal account and log in.

• Verify Customer Name in Payportal:

  • From the Payportal Dashboard, go to the "Customers" tab.
  • Verify that the customer name is displayed exactly as you entered it in QuickBooks Desktop.