Reasons Customers Won't Import From QBO to Pool Brain
Customers without a BILLING address will not import
Customers with an incomplete billing address will not import
(street address, city, state and zip fields must all be entered)
Customers without a first name will not import
Customers marked as "sub-customers" will not import
Inactive / archived customers will not import
If you have verified that none of these issues exist for the customer that exists in QBO but won't import into Pool Brain, please let us know and send us a screenshot of the customer details in QBO. We will work with you to get it corrected.
If you need assistance with your Quickbooks setup, and want to work with a Quickbooks Pro Advisor who works in the pool industry and also understands Pool Brain, we recommend you reach out to Sharon Burch at Pool Service Quickbooks.