Product: QuickBooks Online

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In order for Transaction Manager and QuickBooks Online to link your Trading Partner and your Customer you will need to fill out the Partner Setup within your Trading Partner settings inside Transaction Manager.

You can easily add a new Trading Partner simply by using the Sync option of the Partner Setup screen which will allow Transaction Manager to dynamically pull the QuickBooks Online Customers for you to select from.

Simply select the desired codes (Ctrl + Click to select multiple) from the Partner Search and then select the Sync Selected option to add them.

Navigate: Trading Partners → (Partner) → Translations → Partner Setup

Select: Sync → Magnifying Glass (lower one)

Select: Sync Selected Business System Partners

Select: Done

If you wish to manually add your Customer Card - you can simply use the Add Partner button and copy the Company Name into the Business System Code field.

Navigate: Trading Partners → (Partner) → Translations → Partner Setup

Select: Add Partner

Enter: Company Name

rev 5/30/2024