Customer Sync Mode - how Joker handles QBO customers (accounting/owner only)

Manual only (default) - never auto-create/link Auto-match exact - auto-link a single exact match; conflict otherwise Auto-create on customer create - search first, create if no safe match Auto-create on invoice sync - create only at invoice sync time Save Mode

Multiple plausible matches are a conflict and never auto-link. All QBO creates respect the production-write guard. Unlink a customer below only when no invoice has synced.

Customer Update Policy - what happens when a linked customer's profile changes

Manual review only (default) - show diff, push manually Auto-update safe fields - email/phone/billing only (never name) Never update QBO - diff display only Save Policy

Refresh QBO & Diff Push Safe Fields Push Selected Mark Reviewed

Joker never silently overwrites the QBO profile by default. Display/company name is never auto-pushed. All pushes respect the production-write guard.

Orion already has customers in QuickBooks. Pull them by API, review across the four tabs, and link by the QBO Customer ID (the permanent key). Nothing links automatically - you confirm each. Fuzzy/typo matches only ever land in Needs Review.

Fetch Existing QBO Customers Run Match Preview Apply Confirmed Links Mass Create in QBO

Confirm shown Clear shown

High Confidence Needs Review Joker No Match QBO Only

For Joker customers that are NOT already in QuickBooks (the "no match" rows above). Pushing creates a brand-new QBO customer.

All Not Synced Synced Failed Needs Review Preview Selected Push Selected to QBO Retry Failed Refresh Status

	Customer #	Company	Primary Contact	Email	Phone	QBO Status	QBO Customer ID	Last Sync	Last Error	Action