Use a separate record for each customer

The Shuttle app links invoices and payments to the customer’s record in QuickBooks. If you use one general record for everyone, for example a single “CUSTOMER” instead of Client A, Client B and Client C, there’s a risk of charging the wrong customer.

Don’t save cards on a shared customer record

If you have a general customer record, do not turn on saving cards.

Set up each of your customers as their own record in QuickBooks.