How to Fix An Integration Issue With QuickBooks Payments
QuickBooks is a widely-used software which is mainly preferred
by small and medium-sized businesses to manage their accounting data
systematically. Have you been encountering en error while integrating with a
QuickBooks payments account? Well, the best way to resolve this problem is to
merge QuickBooks customers. Before doing that, you should make sure that there
are no issues with the company file. This blog will act as a comprehensive guide
to help you fix the problem as quickly as possible. You will get to understand
the process of merging customers of QuickBooks once you go through this blog.
Alternatively, it is also advisable to speak to the professional experts
at quickbooks customer care number who will provide you
with a clear and concise way following which you can overcome this problem.
You may be required to merge QuickBooks customer's names when:
Ø Unable to integrate
customer(s) correctly into the Sync Manager or ReBill
Ø Duplicate names are
detected by Rebuild or Verify.
Ø Customers name not
flowing to transactions and reports correctly
Ø Reduce the names of
the customers with whom you have no longer use
Ø The problem faced by
old customers in the process of payment and new customers can do so.
What are the things that you cannot do while merging?
Ø Undo a merge. So, do
not forget to create a backup of the company data file before you attempt to
merge list elements
Ø Integrate the name
that is a job. Make sure to remove the job from the customer
Ø You cannot merge a
customer that has jobs
Ø One cannot merge or
integrate more than two names at one time
Steps to be followed for merging the names of your QuickBooks
customers:
Ø One needs to create a
new customer in QuickBooks, which is similar to the existing problematic
customer. Obviously, there needs to be a little difference between them.
Ø Run Sync Mgr Sync Now
after closing QuickBooks
Ø When you open
QuickBooks again, make sure that the new customer appears in ReBill and make a
recurring charge with similar norms as the existing problematic customer
Ø Visit QuickBooks and
merge the old customer into the new one to get the history of the old customer
into the new customer. Rename the old customer name to match the new one
exactly. If you do it correctly, you will see a message appearing on the screen
saying "This name is already being used. Would you like to merge them?"
Click on Yes and go further
Ø Then, close the
QuickBooks software and run Sync Mgr once more to finish the process. By doing
this, the problem must have got resolved
Ø One should repeat
these methods for all the customers of QuickBooks who are having a problem with
Rebill.
Follow the steps correctly to get rid of the integration issue
with QuickBooks payments completely. If the problem persists even after merging
the names of the QuickBooks customers, you should get in touch with quickbooks tech support number where the team of experts is available to give
you the most suitable solution to your problem.
Read more: quickbooks support number
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