QBO Customer Mapping After Merging Duplicate Customers in QBO
If you merge duplicate customers in QuickBooks Online (QBO), you may receive an error in Eleo when trying to send a gift for a donor who was previously linked to one of the QBO customers that was merged.
This can happen because the donor's existing QBO connection in Eleo may still point to the customer record that was merged.
How to Reset the QBO Connection
To reset the connection and allow Eleo to establish the correct QBO customer mapping:
- Open the donor's Gifts tab in Eleo. Do not open a specific gift.
- Scroll all the way to the bottom of the page, where you will see the QuickBooks section and the QB Customer ID the record is currently linked to.
- Select Unlink in the bottom right.
-
Go back to Gifts > QuickBooks.
- Review the transactions again and establish the correct QBO customer mapping using the Look-up in QB button.
- Finish by selecting the Process Transactions button.
Still receiving an error?
If you continue to receive an error after unlinking the donor, please contact Eleo Support and provide the donor's name and the error message you're receiving. We'll be happy to take a look!