Best practices on syncing Customers (Jobs) with Aero, QuickBooks Online, and TSheets

Syncing Aero with both TSheets and QuickBooks Online 

1. Sync Aero to QuickBooks Online first by clicking the Sync QuickBooks Now button in the QuickBooks Online section of the Manage Integrations page. 
   1. The page will refresh and you'll see this message in your Sync Log:
      
   2. Click the refresh button in the sync log until you see this message:
      
   3. Note that depending on how many customers you have in your QuickBooks Online account, it can take several minutes to import them all. Do not proceed to step #2 until the customer sync is completed. 
2. Sync TSheets to QuickBooks Online in your TSheets account to make sure your Customer/Job list is the same:
   
3. The last step is to start the initial sync of Aero and T-Sheets.
4. Going forward, always do your sync in this order (syncing in a different order can result in duplicates):
   1. Sync TSheets to QuickBooks Online (in TSheets)
   2. Sync Aero to QuickBooks Online (Make sure it finishes!)
   3. Sync Aero to TSheets

Syncing Aero to TSheets Only

1. If you want your customer list to contain more than names (ie, you want address and contact information too), have Aero import your customer list for you. Aero can only import a list of new customers; we cannot batch update an existing customer list. Make sure that all the address and contact information is on your import spreadsheet when you send it to us. 
2. Make sure your Customer/Job list in TSheets EXACTLY matches your Customer List in Aero. Remember that software is very literal so ABC, Inc. (with a comma) looks like a different name than ABC Inc. (with no comma). If the sync engine cannot find an EXACT match in Aero it will create a new Customer.
3. The last step is to start the initial sync of Aero and T-Sheets.
4. Going forward, the best practice is to add a new customer to your accounting system, sync that to TSheets and then add the same customer to Aero manually.