Quickbooks Online account
An email is required on each contact to import clients between Thryv and Quickbooks Online. *Any missing information in the last name, address, or phone number fields in Quickbooks Online will result in a "null" field in Thryv.
An email is required to associate the contact on any estimates, payments or invoices that get sent from Thryv to Quickbooks Online.
Syncing Clients from Thryv to Quickbooks Online works best with clients with both a First and Last Name. Thryv will attempt to create the First Name and Last Name for the display name for contacts synced from Thryv to Quickbooks Online. If successful and there is no duplicate display name found, Thryv will create the client with the First and Last Name as the display name. If it's not successful due to a duplicate display name being found, Thryv will create a client with the First Name, Last Name, and phone number in the display name to make it unique.
Last updated 04/07/2021
Document Installation Guide