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)

Map Customer Without Existing QuickBooks Invoice or Estimate

It is possible to start the Customer mapping process without an Invoice or Estimate. You do not even need the Customer to be created in QuickBooks yet.

To start this process go to the Customer overview:

1. Click the chevron to the left of the Customer's name

2. Select Edit

3. At the bottom of the page there is a section called QuickBooks with a QuickBooks Customers Mapping entry

4. If the Customer already exists in QuickBooks, type in the name as it appears in QuickBooks

5. If the Customer does not exist in QuickBooks, type the Customer name as you want it to appear in QuickBooks

6. Click the Save Changes button in the bottom left

Unlink A Customer In Off The Shelf

It is possible to unlink a Customer from the Off The Shelf application.

To start this process go to the Customer overview:

1. Click the chevron to the left of the Customer’s name

2. Select Edit

3. At the bottom of the page there is a section called QuickBooks with a QuickBooks Customers entry.

4. Under the entry, Click the button that says Unlink Customer

5. You will get a notification on the top of the page saying QuickBooks link removed