As you're probably well aware, QuickBooks Online doesn't allow one company record to be classified as both a vendor and a customer.
Routable has a solution for when you want to have one company record that you can both invoice and pay.
For the purpose of this article, we assume you're trying to invoice a company that is typically your vendor (a company you typically pay).
Are you seeing this notice?
If so, no worries, we just want to make sure that your QuickBooks vendor and customer records are properly synced. Steps below!
First, lets find this company in your QuickBooks Online Integration Settings
If, while trying to pay a vendor, or invoice a customer, you run into this red alert, please click the blue hyperlink that says "match this company between Routable and QBO" - it will direct you to your QuickBooks Online Integration Settings.
Once you're there, scroll to your Synced companies section and you'll see a table with every company on Routable and QuickBooks Online.
We recommend entering the desired company name in the search field:
Since you're seeing this notice, that means one record already exists (Ex. Best Batteries is a vendor, and now you're attempting to invoice them and need a matched customer record) thus you'll see it has a "Matched to QBO" status.
Next, match the missing company record
Click the "View vendor/customer records" link to open a dialog window that will give you an option to match the missing QuickBooks record.
You will see two available options:
Option A) Search for the missing record, and match
This option is handy when your missing company record already exists in QuickBooks Online.
Ex. You typically pay your vendor Best Batteries and once in a while you also invoice them and have a Best Batteries [c] customer record.
To search, type the company name in the left (vendor or customer) column:
Option B) Add the missing record
Is this your first time invoicing or paying this company? No worries, we'll help do the hard work!
Ex. You typically pay your vendor Best Batteries and you need to invoice them for the first time.
If you click the "Add to QBO" button we'll make a customer record (or vendor - depending on which side is missing), and make sure both company records are perfectly synced.
Before you jump out of this dialog window make sure to click the "Update company" button 😉
You're all done! What's next?
That's it! Now you can go send that original invoice or payment.
This is a one time notice and you won't have to update the company records (vendor or customer) again.