Customer Data Syncing

Acodei's customer syncing functionality is designed to integrate customer data between Stripe and QuickBooks seamlessly. This feature ensures that customer information is consistent and up-to-date across both platforms, simplifying financial management and record-keeping.

How Customer Syncing Works:

1. Exact Name Matching:
   • When a customer name in Stripe exactly matches a name in QuickBooks, our system automatically links these records.
   • This process avoids duplication and maintains data integrity.
   • Note that the name in Stripe should be in the "Name" field of the Customer Object, while in QuickBooks, we match it to the "Customer display name" field.

2. Handling Name Discrepancies:
   • In cases where the Stripe name doesn't exactly match a QuickBooks entry (due to a missing name field or slight mismatches), our system currently relies on exact name matching as the primary method.
   • For names that don't match, manual intervention may be required to ensure proper linkage.
3. Creating New Customers:
   • If a corresponding customer does not exist in QuickBooks, Acodei will automatically create a new customer entry.
   • This feature prevents missing customer records and ensures complete financial tracking.
4. Data Import Options:
   • You can opt to import additional customer details from Stripe to QuickBooks on the Account Mapping page.
   • This can include email addresses, physical addresses, and other relevant customer information.