video1.0<iframe src="https://www.loom.com/embed/d967861b770643f2beba41327ff86b54" frameborder="0" width="1662" height="1246" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12461662Loomhttps://www.loom.com12461662https://cdn.loom.com/sessions/thumbnails/d967861b770643f2beba41327ff86b54-c0cbed656d619c25.gif208.192This Loom explains an improved customer mapping solution for merchants billing from HubSpot and syncing to QuickBooks or Xero. The previous approach matched customers using combinations of email and company display name, which caused friction when accounting setups represented both companies and contacts and made parent-child relationships hard to support. In the private beta, available under CRM Syncs via a Setup Customer Mapping button, an algorithm determines whether an accounting record is a company or contact, then finds the corresponding HubSpot company or contact for mapping. Mappings can be confirmed and later adjusted, such as changing a HubSpot mapping from one QuickBooks customer to another, without locking users into an automatic choice.