Vinosmith has the ability to create QB Customers from Vinosmith Accounts.

This is an optional setting and needs to be enabled by Vinosmith. If you would like this setting enabled please contact help@vinosmith.com

How to Create a QB Customer

It is very simple. When you are creating or editing a Vinosmith Account, at the bottom of the editing form is a checkbox Create in Quickbooks?. Checking this box and submitting the account form will trigger a QB Customer creation.

Please note: QB Customers are required to be unique by Name. QB will reject the customer creation if an existing Customer exists by Name. When this happens you should be notified by email.