<aside> 📽️ Video Tutorial Prefer to watch a video? Watch this short video to master Linking your QBO Customers to Terial Companies

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https://www.loom.com/share/3caecebdd9ea4b178b72bc6914754343?sid=f33b4dbe-fa8f-4c1e-85ff-a7ff762b80ba

How to Link QuickBooks Online Customers to Terial Companies

<aside> 👉 Before You Begin: QBO Integration - Connecting to Terial You must connect your QBO account before linking customers to Terial Companies.

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Step 1: Navigate to the Companies Tab in the Customers Module. Click into a Company record and select edit to change an existing ‘Quickbooks Customer ID’ number or add a new one.

Step 2: Select from the dropdown menu to match the ‘Customer ID’ from your QuickBooks list or start typing to add a new ID.

This list pulls directly from QuickBooks Online and displays customer names exactly as they appear in your QBO account.

Step 3: Click Save. Once selected and saved, the customer is now linked. This connection is necessary for syncing invoice data between Terial and QuickBooks.

Only companies that are linked to a QBO customer will be eligible for invoice sync.

Feedback or questions on the product? Email us at support@terial.com