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Posting in QuickBooks to Correct Donor

GiftWorks will try to match your existing customers based on the following.

For donors with no profile specified:

If they have a first or last name specified, the Customer Names setting will be used for posting to QuickBooks

The customer name will be updated in QuickBooks when posting a transaction according to which format you chose to configure names in QuickBooks (no matter which name format GiftWorks used to match the customer).

If they have neither a first nor last name specified, the Display Name will be used for posting to QuickBooks

For donors with organization profiles:

If they have an organization name specified, the organization name will be used for posting to QuickBooks

If they do not have an organization name specified, the Display Name will be used for posting to QuickBooks

For all other cases, the Display Name will be used for posting to QuickBooks

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