How to Avoid Duplicate Accounts

 Top  Previous  Next

When importing Accounts from multiple sources, such as QuickBooks®, Outlook®, or Excel, it is important to first create a link between parallel records in QuickBooks and Outlook, so that duplicate records will not be created, and the correct records will be synced.

 

If you have all your customers in QuickBooks and Outlook, it is easiest to first synchronize your Commit Accounts with your Outlook contacts. Then, when you need to create an Invoice for an Account, link the Account with the QuickBooks record.
There are two ways you can link Commit Accounts with QuickBooks customers:

 

1.Click the QB icon in the tool bar when the Account is selected, and select the Link Account to QuickBooks Customer/Job/Vendor Record option. This will allow you to select the customer in QuickBooks and create the link between them so that the system will know which customer the Invoice is for when creating an Invoice from within Commit.

 

2.Create the links on-demand: If a Commit Account is not yet linked to any QuickBooks customers, you will be asked to link it when you prepare its first invoice

 

In case you prefer to import from other sources first, and then link the existing Accounts with Outlook records, this can be done using the 'Link Account to Outlook Contact' option. Click here for more details.

 

Click here for more details on synchronizing Accounts with Outlook®.

Or, click here for more details on importing Accounts from QuickBooks®.

You can also find details on importing Accounts from other sources (Excel, CSV, etc.) here.