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Connex for QuickBooks Desktop User Guide
Customers Matching

Customers Matching

Learn the in's and out's of how Connex matches, creates, and lines up customers in QuickBooks desktop.

Do you support parent and job customers for QuickBooks Desktop?
Do you support customer types?
How does Connex match my existing QuickBooks Desktop customers?
For QuickBooks Desktop, can I match customers by name and then email?
If a customer is missing from QuickBooks, can I stop the sync?

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