The 'Name' field in Passare directly impacts how the 'Customer Name' appears in QuickBooks. Easily update the name in Passare to match QuickBooks.
Edit the export name in Passare
To view a Name on a QuickBooks export, select Admin > Financials > Accounting.
Scroll down to Accounting exports.
Select the name of the existing QuickBooks report you'd like to edit.
If you'd like to add a new report instead, select Add export > QuickBooks.
Select General Report Info, then the Name you'd like shown in QuickBooks.
Whatever Name you select in Passare automatically becomes the Customer Name in QuickBooks.
Click Save.
If you decide to change the "Name" field format in one QuickBooks export in Passare, you'll need to change it for all QuickBooks exports.
All reports must have matching Name formats in order for them to import to the same file.
Already Exported Cases
If you edit the "Name" field format of an existing QuickBooks export, it will only impact previously exported cases if there are changes to the contract after the new Customer Name is put in place.
Creating a new Name field will create a new customer in QuickBooks.
Example:
The contract for John Smith's case is signed on 9/15/19 and is exported to QuickBooks on 9/30/19 with the Case Identifier in the "Name" field (19-0001). QuickBooks creates customer 19-0001.
Then, the funeral home admin decides to change the "Name" field format in Passare on 10/1/19, and on 10/2/19, the family comes back and makes changes to the contract.
On 10/31/19, the invoices are once again exported to QuickBooks. The case now exports as John Smith-19-0001 so QuickBooks creates a new customer: John Smith-19-0001.
You can merge two accounts in QuickBooks by following these step-by-step instructions, HERE.
Need Help? Email us at support@passare.com or call 1-800-692-5111!