Connected a Client/Customer to the Incorrect QBO Account

If you've accidentally connected a client in MaidCentral to the wrong customer in QuickBooks Online, don't worry, it can easily be fixed.

Deactivate the Customer:

• First, you will need to make the incorrect customer inactive in QuickBooks
  • • Inside of QBO you can Search for the customer at the top of QBO using the search function-
      • 
• Or:
  • Click Customers and Leads
  • Click their name to open their Customer Profile
  • Click the arrow next to Edit
  • Click Make inactive

Once the Customer is Inactive:

• Back in MaidCentral, refresh the client's account and connect the customer to the correct QuickBooks customer, or click New Customer within QuickBooks.
• Lastly, you will want to reactivate the inactive customer in QuickBooks.

Video: