Integrations
Importing QuickBooks Customers as Clients and Locations
Bring your customer list over in three previewed steps, without duplicates.
Your QuickBooks customers become the clients and locations that schedules, inspections, quotes and invoices start from. The import is one-way: CleanTrack360 reads the list and writes nothing back to QuickBooks.
How customers map
A top-level customer is the business that pays, so it becomes a client user (contact name, no invitation sent yet). Each sub-customer (a job in QuickBooks) is a site, so it becomes a location under that client. A customer with no sub-customers becomes one location of its own.
Start the import
On Settings > Integrations, click Import customers on the QuickBooks card. CleanTrack360 reads the active customers from your file and opens a three-step dialog.
Step 1: Clients
Each top-level customer is listed with its status: New, Already a client (matched by e-mail and reused), No e-mail, locations only, or E-mail belongs to a team member (skipped). Tick the ones to bring over.
Step 2: Locations
Each sub-customer is listed as New, Matches an existing location with the same name (it is linked and its blanks filled), Up to date, or Changed in QuickBooks (the location is refreshed). Tick the ones to import.
Step 3: Review
Nothing has been written yet. The review lists how many clients will be created or reused, how many locations will be created, linked or updated, and how many client-to-location links will be made. Click Import.
Run it again any time
The import never deletes or deactivates anything, and it never creates a duplicate. When the customer list changes in QuickBooks, click Import customers again; only new and changed records are touched. The card shows the last import and how many customers are linked to locations.