To use the QuickBooks Online (QBO) integration efficiently, you will need to synchronize your customer and vendor (supplier) accounts between QBO and Cloud. This way, you can skip creating customer and supplier accounts when pushing estimates, purchase orders, and invoices to QBO.

Here are some ways to synchronize customer and vendor accounts.

You can use the bulk-export functionality in QBO to export the customer account details in an Excel file from QBO.

To import the customer data from the file:

1/ Go to Accounts in the left navigation menu.

2/ Click the "Import/Export" button, and select "Import accounts only."

Importing account details is a four-step process.

The following screenshot shows how QBO fields are mapped to Cloud fields.

Once you start using Cloud for a while and have new leads and customer accounts added to Cloud, you can add them to QBO individually.

To export a customer's details, go to the details view of the customer under "Accounts" and click "Export to QuickBooks."

You can export your suppliers from Cloud to QBO individually.

To export a supplier's details, go to the details view of the supplier under Settings > Catalog > Suppliers and click "Export to QuickBooks."

If you are a new QBO user and want to import customer details to QBO from Cloud, do the following:

1/ Export the customer details using the "Import/Export" workflow in Cloud, as described in #1 by clicking "Export accounts" in the workflow.

This will download an Excel file with the details of the accounts.

2/ Import the Excel file to QBO by following the instructions in this QuickBooks article.

In addition to the abovementioned methods, you can create new customer and supplier accounts or map them to the existing QBO ones when in the modal to push estimates, POs, and invoices.

Check out this article for more details.