The Web to Lead app gives you a web form to collect information from or leads.
Lead: A lead is a potential customer and they are not synced to QuickBooks. When a lead converts to a real customer (either manually or via a transaction), then they will sync to QuickBooks and are no longer a lead.
With each lead that comes in, Method will need to decide on a Customer display name, because eventually, QuickBooks will require this. Normally a user can choose what this will be as shown below in the QuickBooks Online image:
When the Web to Lead form is filled in, it does a few checks:
Assigning the Name as it will be Displayed in QuickBooks:
The Name given to lead will be the submitted Company Name.
If the Company Name field is left blank, then the Name used will be the first and last name.
Method searches to see if this Name matches other names in your customer list. A match is found if a record starts with the entirety of the name.
e.g. "Pop and Skate" matches "Pop and Skate Inc"
Method searches to see if the entered Email exists in Method
Based on what it finds, the Web to Lead form continues as follows:
If a Name match is not found, a new lead is created.
If a Name match is found and the email also exists, then no new lead is created and matched name is used.
If a Name match is found but the email doesn't exist, then a new lead is created with the Name followed by a number indicating the number of existing matches. If that new name also exists, then a Name is created appended with the current date.
In all cases, a new activity and opportunity will be created.
The above three cases cannot account for every situation where a customer already exists in Method. If you find a duplicate has been entered and they have converted to a customer and thus synced to QuickBooks, you can manually merge those two records in Quickbooks or Method.