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Customer Setup

Knowledge Base | Support Portal | Help Desk | Contracts Overview

The Customer Setup screen allows you to easily map your customers in QuickBooks to customers in GovBooks. You will need to complete this step before you can set up contracts or projects in GovBooks. A strict and logical hierarchy is enforced in GovBooks to ensure that your system is DCAA compliant. You can learn more about the hierarchy by reading the Contracts Overview.

In the Customer Name field, you will be able to select any QuickBooks customer that has not already been assigned to a GovBooks Customer Name. You may need to sync QuickBooks to see new customers in GovBooks. If you would like to change the Customer Name, you may do so in QuickBooks and then re-sync QuickBooks to GovBooks.

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