Choose the QuickBooks customer for an event

Customer Attribution determines which FlowerBuddy client and QuickBooks customer receive the event's accounting records. The saved customer link is also used by future QuickBooks syncs for that client.

Choose the FlowerBuddy client

1. Open the event and select Accounting.

2. In Customer Attribution, open FlowerBuddy client.

3. Choose the client whose QuickBooks customer should receive this event's accounting records.

FlowerBuddy saves the selection and refreshes the accounting information below it. A client who is the event signer can appear with (signer) beside the name.

If Customer Attribution says No FlowerBuddy client is attached to this event, select Open Details. Add the client in Details, then return to Accounting.

Link an existing QuickBooks customer

When the selected client has no link, the QuickBooks customer column shows Not linked.

1. Select Set QBO customer.

2. In Search QuickBooks customers, search for the customer.

3. Select the matching customer and select Save link.

Compare the display name and contact details before saving. Search first so that you do not create a duplicate customer. After saving, the customer name appears with Linked.

Create a customer when no match exists

Select Create new QuickBooks customer only when a search does not find the correct customer. In Create QuickBooks Customer?, review QuickBooks customer name and Email, which are required. Review or add the optional Company and Phone, then select Create customer.

Creating a customer adds it to the connected QuickBooks company and links it to the FlowerBuddy client. Changing the linked customer updates future QuickBooks syncs for events that use this client.

Change or unlink a link

When a customer is already linked, select Edit QBO customer. Choose a different customer or unlink the saved match. Unlinking removes the connection stored in FlowerBuddy. It does not delete or change the customer in QuickBooks. Accounting sync actions remain unavailable until the selected client is linked again.

Selecting or creating a QuickBooks customer affects the connected QuickBooks company. Confirm the workspace, company, client, and customer before saving a link.