A Customer Lead is a potential customer and does not sync to QuickBooks.
Converting a lead to a customer will remove the lead status and the customer will immediately sync to QuickBooks from Method.
In this article, we cover:
Note: Once a lead is a converted to a customer, you cannot turn it back into a lead! The conversion is permanent.
There are two situations where a lead is AUTOMATICALLY converted:
If a lead has a transaction (such as an invoice or an estimate), then that transaction has a checkbox that says "Wait for sync approval?" When this is unchecked and saved, the transaction and the customer will immediately sync to QuickBooks. No warning will be given.
If an Opportunity is associated with a lead, and the opportunity is saved with its Stage set to Closed Won, then the lead will be converted to a customer. You will, however, get a prompt to verify the conversion.
To MANUALLY convert a Lead to a Customer:
When viewing a lead, scroll down to Customer Lead Details. Click the arrow beside Edit [
∨] and then select Convert to Customer.
You will be warned that the conversioncannot be undone. Click OK.
The lead will be converted to a customer and will sync with QuickBooks!