How do I link my clients and caregivers to QuickBooks customers and employees?

Settings, Payment Integrations, Match people draws each client beside its QuickBooks customer and each caregiver beside their QuickBooks employee, suggests matches to confirm, and adds anyone missing to QuickBooks.

Quick answer1 min readUpdated for AveeCare
Short answer

Open Settings, then Payment Integrations, and on the QuickBooks card choose Match people. Each client is drawn beside the QuickBooks customer it is linked to, and each caregiver beside their QuickBooks employee. AveeCare suggests matches by name, email and phone; confirm or change them, add anyone missing to QuickBooks from the same screen, and Save.

Step by step

  1. Connect QuickBooks Online in Settings, Payment Integrations.
  2. On the QuickBooks card, choose Match people.
  3. On Clients ↔ customers, check each suggestion, or pick a different QuickBooks customer.
  4. For anyone not in QuickBooks yet, choose to add them as a new customer.
  5. Do the same on Caregivers ↔ employees; Add as a new employee creates them in QuickBooks.
  6. Choose Save.

Good to know

  • Suggestions are never saved by themselves: Nothing links until you Save, and a sure match still shows for you to review.
  • Clients not linked yet: You choose whether Sync all adds them to QuickBooks as new customers, or holds their invoices back and lists them so you can link them first.
  • The setup checklist: The QuickBooks card shows a short checklist from connecting to your first invoice; Match people is one of its steps.
  • Unlinking: Choosing Not linked removes the link in AveeCare only. Nothing is deleted in QuickBooks.

Keep going

Why is an invoice or its total in QuickBooks different from AveeCare, and how do I fix it?

When QuickBooks and AveeCare disagree on an invoice total or payment, QuickBooks vs AveeCare (Settings, Payment Integrations) lists invoices missing from QuickBooks, with different totals, paid on one side only, or deleted in QuickBooks, each with a fix button; See it in QuickBooks compares one invoice.

Written by
Calvin Nesvig
Founding Partner, AveeCare

Builds AveeCare full-time. The AveeCare Help Center is written and maintained by the team that builds the product, so the steps in every article come from the same people who ship the features.

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