Customers

Visual Mapping

See link for a visual mapping for how Customers are synced from QuickBooks Desktop to Procore.

Filters

Agave can apply default filters for you to sync only a subset of Customers to either QuickBooks Desktop or Procore. For example, you may only want to sync Customers that are active Customers. Let your Agave Account Manager know what filters you would like to apply and we can apply these for you.