QuickBooks customer matching — faster search & easier management
The customer matching page has been
redesigned to load significantly faster.
Previously, the page would pull your entire QuickBooks customer list upfront which could cause noticeable slowdowns for larger accounts. Now, customers are fetched on demand, so load times stay quick no matter how many customers you have in QuickBooks.The old bulk dropdown has been replaced with a
live search field
. Just start typing and matching results appear instantly, making it much easier to find the right customer without scrolling through a long list. When you select a match, only that specific customer's data is fetched rather than refreshing the entire list, keeping the experience fast throughout.Managing existing connections is also more straightforward — a
Disconnect button
now appears directly for any customer that's already matched, so removing a connection takes just one click.
