Fairbanks Interact QuickBooks Interface Module - Manual (Page 9)

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2.2. CUSTOMERS
Select the Customer bullet, and then click the Load List button. The QuickBooks
Interface Module tool will attempt to match customer accounts from QuickBooks with
customer accounts from Interact. To match, the QuickBooks customer name and
Interact customer account name must be an exact match. When completed, the
program will list all customers for which matches could not be found. Only those
accounts that will have transaction data transferred from Interact to QuickBooks will
need to match. It is not necessary that all QuickBooks customers be listed in Interact.
Mismatches can be resolved in one of three ways:
1. Add the QuickBooks customer to Interact
2. Add the Interact customer to QuickBooks
3. Force a match between QuickBooks and Interact customers by modifying the
Interact customer account name.