Syncing Quickbooks Customer Codes With Quipt Partners

Customer information in Quickbooks

Navigate to Sales > Customers > *Select a customer* 

This example is for Newegg.com:

Locate the partner reference number within the URL of this page. "nameid=X"
X=partner reference number (ex. 66)

Quipt Partner Settings 

Navigate to Partner Settings

 

Open the Partner/Channel you'd like to sync 

Select Edit Channel

Edit the partner settings

Enter the Reference code in the "Partner Reference" box. 

Note*

Getting familiar with general Partner Settings & Policies will help your understanding about how your relationships are managed by Quipt.