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.
A lead can convert either either automatically or manually.
Note: Once a lead is a converted to a customer, you cannot turn it back into a lead! The conversion is permanent.
Automatic Conversion
There are few 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 a Lead pays for a transaction in their customer portal, the transaction will sync to QuickBooks and the lead will automatically convert to a customer.
This also includes deposits. If a Lead's estimate has a deposit attached to it, and this deposit is paid for by the lead in their customer portal, the estimate syncs to QuickBooks and the Lead is converted to a customer. Furthemore, a Sales Receipt is also created for the deposit, which also syncs to QuickBooks.
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.
Manual 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!