Convert a Lead to a Customer

How to convert a lead to a customer

Updated over a week ago

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's estimate is accepted by the lead in their customer portal, that Estimate is synced to QuickBooks, and then the Lead is converted to a customer.

  • 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:

  1. When viewing a lead, scroll down to Customer Lead Details. Click the arrow beside Edit [ ] and then select Convert to Customer.

  2. You will be warned that the conversioncannot be undone. Click OK.

  3. The lead will be converted to a customer and will sync with QuickBooks!

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