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Map Project to Existing QB Customer and Vendors to Existing QB Vendors (VIDEO)
Map Project to Existing QB Customer and Vendors to Existing QB Vendors (VIDEO)

Map a new project or move existing project on Ivy to whichever customer you want on QBO

Cameron Jahn avatar
Written by Cameron Jahn
Updated over 6 years ago

MAP NEW PROJECT TO EXISTING CUSTOMER IN QBO
When creating a project you are able to choose the customer you want the Ivy project to map to. This means that all documents associated with this project on Ivy will be associated with the project of  choice.  You need to make sure you click on Additional Settings to see the QB Mapping Section.

YOU MAPPED TO THE WRONG CUSTOMER?  
What if you didn't set up this mapping and you now realize that Ivy created a new customer on QBO when you really wanted to map to a customer you already had set up.  No worries! You simply click to edit your project, scroll to the bottom, choose the right customer, and click save.   This will identify ALL documents on Ivy (and payments ect...) that are associated with that customer on QBO and move it to customer you just chose. 

THE SAME IS TRUE FOR VENDORS:

You can easily pre-map (or remap) vendors to existing vendors in QBO using the same technique.

VIDEO:

Choose Default QBO Bill Pay Accounts in Ivy

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