We’ve improved the QuickBooks integration by introducing a dedicated QuickBooks Customer Name field that is separate from the standard Customer Name used throughout P3. Previously, changes made for QuickBooks formatting could also affect how customer names appeared within P3. With this enhancement, customer names displayed in P3 remain unchanged, while QuickBooks uses its own formatted name for syncing. This provides greater flexibility, improves data consistency between the two systems, and helps prevent formatting issues during QuickBooks synchronization.

This functionality is automatically enabled for users with QuickBooks and the field will be readily available in the Customer Record. However, an initial bulk update is required in order to give all customers their QuickBooks Name.

Locating New Field:

1. Find a Customer via Search

2. Edit General Information

3. Find QuickBooks Customer Name Field

Locating Bulk Name Update:

1. Go to Settings

2. Under QuickBooks, click on Data Sync Settings

3. Find QuickBooks Customer Name Format and set the format

4. Scroll down to click Reformat QuickBooks Customer Names button

Screenshots

New Field in Customer Record

 

 

Locating Bulk Name Update

 

 

 

Confirmation and Success Message