The Donor Pages app gives you a web form to collect donations from donors.
With each Donor that comes in, Method will need to decide on a Customer display name. QuickBooks requires this, and normally a user can choose what this will be as shown below in QuickBooks Online.
When Method creates this display name, it is based on the following:
If this is a corporate donation and the Company Name is filled in the form, the Display name given will be the Company Name.
Otherwise, the Name used will be the first and last name.
Once the name has been assigned:
Method searches for duplicates of this Name. 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.
Based on what it finds, the Web to Lead form continues as follows:
If a Name match is not found, a new donor is created.
If a Name match is found and the email also exists, then no new donor is created.
If a Name match is found but the email doesn't exist, then a new donor 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.
The above three cases cannot account for every situation where a donor already exists in Method. If you find a duplicate donor has been entered, you can manually merge those two records together either QuickBooks or Method.