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Accounting Packages: Linking Customers
Accounting Packages: Linking Customers

How to link customer and supplier accounts between Commusoft and accounting packages using the 3rd Party code.

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The purpose of linking existing customers and suppliers between your accounting package and Commusoft is to synchronize data between the two systems, preventing duplication and ensuring consistent and accurate records.

If you send the record to your accounting package before linking, Commusoft will create a new record in your accounting system.

To link existing customers or suppliers between your accounting package and Commusoft, you must first obtain the third-party reference. This is a unique code assigned to each record in your accounting software. Once retrieved, the code is manually entered into Commusoft, ensuring seamless synchronization between the two systems. This process helps prevent duplicate records and maintains consistency across platforms.

Locating the third-party reference code

Xero

  1. Log in to Xero

  2. View customer/supplier

  3. Navigate to the URL

  4. Locate the randon string contain within

  5. Highlight and Copy

Sage 50cloud Accounts

  1. Log in to Sage 50cloud Accounts

  2. Navigate to your customer/supplier list.

  3. Find the appropriate account

  4. Goto the box labelled A/C

  5. Highlight and Copy

Sage Business Cloud Accounting

Follow the steps below or click here to watch a video.

  1. Log in to your Sage Business Cloud Account

  2. Navigate to Contacts

  3. Click Customer Name

  4. Navigate to the URL

  5. Locate the 8 digit number at the end

  6. Highlight and Copy

Sage 200 Web Portal

  1. Sage 200 Web Portal

  2. Customers > Customer List

  3. Click the customer so it goes green > View

  4. Go to the URL you will see an 5 digit number at the end

  5. Highlight and Copy

Screenshot

QuickBooks Online

  1. QuickBooks Online

  2. Navigate to the Customer/Supplier

  3. Find the appropriate account > Click

  4. Go to the URL you will see an 5 digit number at the end

  5. Highlight and Copy

2018-10-05_16-44-17.jpg

QuickBooks Desktop

  1. Quickbooks Desktop

  2. Customers or Vendors Centre

  3. Double-click on the Customer or Vendor name

  4. Copy field marked Customer or Vendor Name

FreeAgent

  1. FreeAgent

  2. Go to the customer/supplier list

  3. Find the appropriate account > Click

  4. Go to the URL you will see an 5 digit number at the end

  5. Highlight and Copy

Kashflow

  1. Kashflow

  2. Go to the customer/supplier list

  3. Find the appropriate account > Click

  4. Go to the URL you will see an 5 digit number at the end

  5. Highlight and Copy

Adding the third-party reference code into Commusoft

Through the Customer/Supplier Page:

  1. Open Commusoft

  2. Navigate to the customer or supplier's page

  3. Click Edit

  4. Scroll down to Other details

  5. Paste the copied number into the Third-Party Reference field.

  6. Only for Sage Business Cloud Accounting Users:

    1. Ensure the following details match exactly (case-sensitive):

      • Full Name

      • Address

      • Email Address

  7. Click Save.

Via the Accounting Dashboard:

  1. In the Quick Links > Link Customers and Suppliers.

  2. Use the table to fill out each accounting reference and click Save Accounting References to associate customers/suppliers correctly.

  3. Ensure the accounting references are accurate to avoid duplication in your accounting package.

Once saved, the record will display under the Successful section on the accounting dashboard

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