Company Associations: Use Company Email on Orders for Sync Purposes

Kathy Sechrist

• June 30, 2020 18:25

Company Associations sounded good until I realized it would still treat various employees as a separate "customer" - ie. Orders are placed and synced to Quickbooks using the employee email, not the company email.

This means every employee gets imported into QB as a separate customer. Imagine if a company had 20 different employees ordering from you - that's 20 different customers in QB when it really should be ONE.

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  Kathy Sechrist

  • September 22, 2021 17:41

  Is nobody else using Company Associations? I just had reason to look at this again today hoping progress had been made... *sigh*

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