- Help Center
- Connex for QuickBooks User Guide
- Customers Matching
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Connex for QuickBooks User Guide
- Connex for QuickBooks Product Overview
- Getting Started with Connex Desktop
- Connex Quickbooks Online
- Customers Matching
- Inventory Site
- Inventory Sync
- Orders
- Price Levels
- Products
- Purchase Orders
- Refunds
- Sales Tax
- Sales Orders
- Sync Orders from QuickBooks Desktop
- Unit of Measure
- Web Connector
- Multicurrency
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Connex Inventory
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Frequently Asked Questions
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General Troubleshooting Guide
- Contact Support
- Deposit Match Troubleshooting
- QuickBooks Desktop Error Messages
- Inventory Troubleshooting
- Incorrect Orders Troubleshooting
- Sales Tax Troubleshooting
- Web Connector Troubleshooting
- QuickBooks Online Error Messages
- Login and Performance
- Match Deposit Tool Troubleshooting
- Product Matching Troubleshooting
- Customer Matching Troubleshooting
- Rules Engine
- Orders from QuickBooks
- Payments Troubleshooting
- Missing Orders Troubleshooting
- Update Shipping Details Troubleshooting
- Upgrading QuickBooks
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Integrations Help Guide
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Rules Engine Guide
For QuickBooks Online, can I match customers by email address?
Connex for QuickBooks Online can match customers by email
What fields does Connex search?
Connex can only search one field at a time. By default, Connex searches the display name as field. If you chose billing address email, Connex searches the QuickBooks customer email address.
If an order has multiple email addresses, how does Connex match?
If an order's email was joe@example.com,john@example.com, Connex would match customers whose email was joe@example.com or john@example.com. We split the emails by the comma.
If I select customer email, how does Connex create new customers?
Connex will map the display name as field using first name last name. Here is an example: