QuickBooks Desktop - Correcting Vendor and Customer linking

If a customer or vendor on Viewpost is inadvertently linked to the incorrect customer or vendor in QuickBooks Desktop, the linking can be corrected in the Viewpost Sync Agent.

  1. Open your QuickBooks file.
  2. Log in to your QuickBooks Desktop Sync Agent.
  3. Click on your company name in the upper right corner of the Sync Agent.
  4. Select "Update Network".
  5. Select either Vendor or Customer for the company type that is linked incorrectly.
  6. In the left column, locate the name of the company per the Viewpost Network page.
  7. The incorrect QuickBooks customer or vendor name should be shown in the dropdown on the right.
  8. Click on the drop down to the right and select the correct customer or vendor and then click "Next".
  9. If you can't locate the customer or vendor in the dropdown, there could be several reasons:
  •    The customer or vendor in QuickBooks is linked to a different Viewpost customer or vendor.  
  •    The customer or vendor does not exist yet in QuickBooks, in which case, you would add the vendor      or customer to QuickBooks per the option at the top of the dropdown list.

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