Quickbooks Link "Customer Name" "Company Name"

tvonschimoNew Member

In Quickbooks I use the following convention for the "Customer Name" data field:
If "Company Name" = XYZ Corporation
"Customer Name" = 78724-XYZ Corporation
Where 78724 is the ZIP code.

That helps me a lot in Quickbooks to locate the correct Customer as I have many clients with the same company name (i.e. companies that are part of a franchises)
In Maximizer I was planning to use a custom field to save the "Customer Name" using the same convention. However I do not seem to see a way of mapping that when I link Maximizer to Quickbooks. When linking Maximizer to Quickbooks the system seems to use the Maximizer Customer name for both fields in Quickbooks: "Customer Name" and "Company Name"

Any suggestions?

8/11/073:02 PM

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