This article explains how Qoblex customers and suppliers reach QuickBooks. Unlike the Xero contact import, QuickBooks sync is one-directional (Qoblex → QuickBooks) — there is no “import contacts from QuickBooks” action. Contacts are pushed to QuickBooks automatically as part of syncing the documents that reference them.
Requires the QuickBooks integration to be installed and connected.
When it happens
- A customer is created in QuickBooks when a Qoblex sales order for that customer syncs. The customer is pushed first, before the sale, payment, and any refund.
- A supplier is created in QuickBooks as a Vendor when a Qoblex purchase order for that supplier syncs. The vendor is pushed first, before the purchase and payment.
How records are matched
For each contact, Qoblex:
- Skips the contact if it already carries an external reference (it is already linked to QuickBooks — or to another accounting integration; see the limitation below).
- Otherwise looks for an existing QuickBooks customer/vendor whose display name equals the contact’s Given name (see the mapping). If one is found, it is reused; if not, Qoblex creates it.
- Stores the QuickBooks record’s id as the contact’s reference, so later syncs reuse it instead of creating a duplicate.
Matching is by name, not by email — a QuickBooks customer whose display name differs from the Qoblex contact’s Given name will not match, and a new QuickBooks record is created.
Field mapping (Qoblex → QuickBooks)
The mapping below applies to both customers (QuickBooks Customer) and suppliers (QuickBooks Vendor). The fields map the same way, with one difference in the Given name fallback noted in the table.
| Qoblex field | QuickBooks field | Notes |
|---|---|---|
| Contact person | Given name | Used as the match key. For a customer, the company name is used when no contact person is set. A vendor also falls back to the company name, but only when the contact person is genuinely unset; a supplier whose contact person is present but blank can sync as a vendor with no name (see Troubleshooting). |
| Company name | Company name | |
| Primary email | ||
| Mobile phone | Primary phone | The landline is used when there is no mobile number. |
| Order currency | Currency | The currency of the syncing sales or purchase order is set as the QuickBooks record’s currency. |
| First address | Billing address | The contact’s first address becomes the QuickBooks billing address. |
What you see
When a contact syncs, Qoblex logs a notification — “Customer/Vendor name synced to QuickBooks” — with a link to open the record in QuickBooks. The contact then carries the QuickBooks reference.
Limitation
A contact stores a single external reference. If it already carries one (for example because it was linked to another accounting integration such as Xero), QuickBooks sync skips it rather than creating a second link. Use one accounting integration as the system of record for a given contact.