Mapping Customers Created In Off The Shelf

Mapping an existing estimate or invoice in QuickBooks to a customer is simple with Off the Shelf.

Map Customer With Existing QuickBooks Invoice or Estimate

If you already have an Estimate or Invoice in QuickBooks and need to map that Customer to Off The Shelf, the process is easy.

1. Click the Sell tab and select QuickBooks Estimates or QuickBooks Invoices

2. Click the +New button on the left of the invoice or estimate, this will take you to Sales Order Mapping

3. In the field next to Customer, if the Customer already exists in Off The Shelf, type what the Customer is; if they are not in Off The Shelf yet, create the Customer in Off The Shelf by entering what you want the Customer to be named

4. Hit Save Mapping and Create Sales Order (you may need to map other areas first)

Manually Link and Unlink QuickBooks Customers

Link and Unlink QuickBooks Customer

Link an Off the Shelf Customer to QuickBooks Customer

If QuickBooks is connected to your Off the Shelf account, the Customer Detail page will have a pane that shows mapped data from QuickBooks. Before the customer is mapped, a link to establish a QuickBooks mapping shows up in the pane.

1. Navigate to the Customer Detail page

2. Click Link to QuickBooks Customer

3. Enter part of the customer's name or email address

4. Press Enter or click the Search button to search QuickBooks for a match

5. From the results, click the row for the matching QuickBooks customer

6. Click the Link Customer button

Unlink an Off the Shelf Customer from Quickbooks Customer

1. Navigate to the Customer

2. Press the red delete button next to the QuickBooks customer name

3. Confirm the deletion of the link in the popup dialog