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Quickbooks Customers

Specs​

LabelValue
Version1.0.0 (updated on 2026-07-12)
DeveloperLabii Inc.
TypeDashboard
Support ConfigurationYes

Overview​

The Quickbooks Customers widget imports customer data from QuickBooks Online into Labii and keeps existing records synchronized. It organizes downloaded customer information into two linked data areas, including company-level account records and person-level contact records. This widget helps teams centralize customer master data, reduce manual entry, and improve consistency across finance and operational processes.

Use Cases​

  • Bulk Customer Import: Download all QuickBooks customers into Labii in one run.
  • Account and Contact Sync: Keep company and contact records aligned with QuickBooks updates.
  • CRM Data Readiness: Prepare customer data for invoicing, communication, and account management workflows.
  • Cross-System Consistency: Maintain shared identifiers for reliable downstream integrations.

Configuration​

Initial Setup​

Navigate to the dashboard where you want to add the widget.

Click Add Widget and select Quickbooks Customers from the dashboard widget catalog.

Configure required authorization, project assignment, and table-to-column mappings for account and contact data.

Click Save to add the widget to your dashboard.

Required Settings​

  • Realm ID: Unique identifier for your QuickBooks Online company.
  • Refresh Token: OAuth refresh token used to authenticate and retrieve customer data.
  • Is Sandbox: Enable when connecting to QuickBooks sandbox instead of production.
  • Projects: Project(s) to associate with synchronized accounts and contacts.
  • Account Table: Table that stores account-level customer data.
  • Account: QuickBooks Customer ID Column: Column for QuickBooks customer ID.
  • Account: QuickBooks Sync Token Column: Column for QuickBooks sync token.
  • Account: Billing Address Column: Column for billing address data.
  • Account: Shipping Address Column: Column for shipping address data.
  • Account: Point of Contact Column: Column for account-level primary contact reference.
  • Contact Table: Table that stores contact-level customer data.
  • Contact: Account Column: Column linking contact to account.
  • Contact: Title Column: Column for contact title.
  • Contact: Email Column: Column for contact email.
  • Contact: Office Phone Column: Column for office phone.
  • Contact: Cell Phone Column: Column for cell phone.

Optional Settings​

  • Project Scope Selection: Limit synchronization to selected project contexts.
  • Sandbox Mode: Use for testing mappings before production data sync.
信息

Run initial synchronization in sandbox mode to validate account-contact relationships before production import.

Readonly View​

Dashboard widgets are displayed in read-only mode on dashboards for monitoring and actions.

Display Features​

  • Start Download Button: Triggers customer download and synchronization.
  • Status Feedback: Indicates sync progress and completion status.
  • Mapped Destinations: Uses configured account and contact tables for writes.

Interactive Features​

  • Start Download: Manually run customer synchronization.
  • Re-run Sync: Repeat download to update existing customer records.

Additional Functions​

Download and Synchronize​

After configuration is complete, click Start Download to import customer data from QuickBooks. Existing Labii records are updated when matching identifiers are found.

Dual-Table Data Organization​

  • Splits imported data into account and contact structures for better data management.
  • Preserves linkage between customer accounts and associated contacts.

Best Practices​

  • Validate both account and contact mappings in sandbox before production sync.
  • Keep QuickBooks customer ID and sync token columns immutable to prevent duplicates.
  • Ensure account-contact relationship columns are correctly configured before first run.
  • Perform periodic re-sync to keep customer communication data current.
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最后由 Yonggan Wu 于 更新