Floorzap has two ways to connect customers with QuickBooks Online (QBO): Link and Map. Link sends all your Floorzap customers to QBO at once. Map connects one Floorzap customer to a customer that already exists in QBO. Running Link on a QBO account that already has customers causes "name already exists" sync errors that have to be fixed one customer at a time.
Link QuickBooks Customers With Floorzap
Link is the bulk option for connecting Floorzap customers with QuickBooks Online. It sends all existing Floorzap customers to QBO and creates a new QBO customer record for each one.
Use Link only on a brand-new QuickBooks account that has no customers in it yet. It's the fastest way to fill QBO with your Floorzap customer list from scratch.
Don't use Link if your QBO account already has customers, whether from an earlier import or past use. QuickBooks requires customer names to be unique, so every Floorzap customer whose name already exists in QBO fails with a "name already exists" error. Use Map for those customers instead.
Map Customers
Map is the one-at-a-time option for connecting Floorzap customers with QuickBooks Online. It connects a Floorzap customer to a customer that already exists in QBO, so both point to the same record instead of QBO creating a new one.
Use Map to fix a "name already exists" or Duplicate Name sync error for a customer. These errors usually come from running Link on a QBO account that already had customers, or from customers imported into QBO before the integration was set up.
To map a customer, go to Setup > Integration > QuickBooks > Map Customers, search for the customer, and match the Floorzap and QBO records. For step-by-step instructions with screenshots, see Fixing the QuickBooks "Duplicate Name" Sync Error. That article also covers Duplicate Name errors caused by a customer sharing a name with a vendor, contractor, or salesperson.
When QuickBooks and Floorzap Disagree on Name Order
Duplicate customer records in QuickBooks Online can also come from the two systems storing names in a different order. For example, if QBO stores a customer as "Smith, John" and Floorzap syncs the same customer as "John Smith", the names don't match. Each sync then creates a new QBO customer instead of matching the existing one.
Mapping fixes this one customer at a time, which becomes impractical once you have more than a few hundred customers. You have two options to prevent name-order duplicates:
Change the display name format on your QuickBooks customer records. QuickBooks has no bulk setting for this, so contact QuickBooks support about a bulk update.
Map customers in Floorzap before you turn on sync. This stops duplicates from being created, but you have to map each customer by hand.
If you have more than a few hundred customers, contact Floorzap support before you turn on sync. We'll help you plan the right order of steps for your account so you don't create duplicates at scale.