Accounting System Name and External Integration

External Accounting Integration

The External Integration relies on the Accounting System Name on the contact and this cannot be changed unless it is also changed in your external accounting software.

If you can see a ‘Client External ID’ listed under the Accounting System Name, this means that the record has posted through to the accounting system. Most Wise Owl Databases are setup to pass the contact across as soon as they are used on an invoice.

When a change is made to the Accounting System Name, a warning box comes up that asks you to confirm that you have updated the external accounting software name as well.

If you tick this box and accept the change in your OWL Database and you do NOT make the same change in your external accounting software, the connection for that contact WILL BE BROKEN and have far reaching consequences.

To update the External Accounting Name in QuickBooks Online, Login to your file and then navigate to Sales > Customers

Search for the customer by the old External Accounting Name and then choose the edit button on the top right of the Customer Page.

You can check to see if it is the right Customer by looking in the Site Address bar. The numebr at the end of the bar will be the same as the one in Wise Owl at the Client External ID

Make the relevant change to the Display Name so that it matches back to Wise Owl Legal and then Save your customer in QuickBooks Online.

Ensure to do this promptly to make sure that your contacts are kept up to date.