An error message will appear if there’s either an issue with the customer’s name, if there’s an existing account for a customer in QuickBooks with the same name, or if the email address is invalid. Below are the troubleshooting steps to help.
Apostrophe In the Customer’s Name
When connecting a new customer/client to your QuickBooks Online (QBO) account, you will receive an error message if the customer's first or last name contains an apostrophe. A customer with the same 1st and Last Name already exists, or if the customer's email address in Maid Central is invalid.
To remove the apostrophe from their name and connect to QBO, click the edit pencil in the orange box where the customer's name is on the upper left-hand side of the page. Remove the apostrophe and save. Refresh the page, and click the green Connect to QuickBooks button.
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Invalid Email Address
An error message will appear if the email address for the customer is invalid.
To correct a customer's email address in Maid Central, go to the Customer Profile > Contacts and Notifications, click on their email address, and edit their email to be valid (EX. invalid email is missing the .com at the end of the address). Once you've corrected their email, save the contact info. Refresh the page, and click the green " Connect to QuickBooks button.
Existing QBO Account With the Same Name
QuickBooks will not allow you to have 2 customers with the same name. If 2 of your clients have the same name, then separating them by adding an extra character, such as an abbreviated middle name, would let you connect the second customer to QBO. You can go into the Customer Profile, click the edit pencil in the orange box, and add a character to either their First Name or Last Name.
Example: Since there is already a "Polly pocket" that exists in my QBO, I can not create a second without some unique identifier for QBO to differentiate the 2 Polly pockets. We can change the first name in MC to Polly S. to allow us to connect her to QBO.
