Match vendors, items, and addresses

So bills don't create duplicate vendors in QuickBooks, CostCrunch matches its suppliers to your existing QuickBooks vendors. Go to Accounting → Matching:

• Vendors: CostCrunch suppliers ↔ QuickBooks vendors.
• Items: products ↔ QuickBooks items (only needed if you export line items).
• Addresses: project shipping addresses ↔ QuickBooks customers or jobs.

Most matches are made automatically. Check the unmatched ones and pick the right record.

To see what CostCrunch has pulled from QuickBooks, open Accounting → QuickBooks data (Vendors, Customers, Accounts, Items). If you just added something in QuickBooks, click Sync now first.