> For the complete documentation index, see [llms.txt](https://docs.helpyousponsor.com/guides/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.helpyousponsor.com/guides/advanced-features/integrations/quickbooks/adding-donors-customers.md).

# Adding Donors (Customers)

A Gratona donor corresponds to a QuickBooks Customer.

## When donors sync

The program's **Sync Type** determines the direction:

* **Gratona → QBO** creates or updates a linked QuickBooks Customer when a supported donor change is eligible to sync.
* **QBO → Gratona** creates or updates a donor after Gratona receives and verifies a supported QuickBooks Customer webhook.
* **Two way** enables both behaviors.

Use the program's **Customer** tab to map donor form fields to standard or available custom QuickBooks Customer fields. Click **Refresh fields** when a field added in QuickBooks does not yet appear.

## Matching and duplicates

Once a donor and Customer are linked, their stored identifiers are the authoritative match. For a new, unlinked QuickBooks Customer, Gratona normally links one existing donor with the same email address instead of creating a duplicate.

The **Create separate donor records for matching emails** setting changes that behavior. If it is enabled, Gratona creates a separate donor even when the email matches. If multiple possible matches make the result ambiguous, Gratona holds the record for review rather than choosing one silently.

## Deactivations and deletion

Delete mirroring is off by default. When the Gratona-to-QuickBooks delete setting is enabled, deleting a linked donor makes the QuickBooks Customer inactive. When the QuickBooks-to-Gratona delete setting is enabled, deactivating a linked Customer can delete its Gratona donor.

See [Configure programs and mappings](/guides/advanced-features/integrations/quickbooks/configure-programs-and-mappings.md) for the controls and [Financial sync and reconciliation recovery](/guides/advanced-features/integrations/quickbooks/financial-sync-and-recovery.md#review-sync-activity-and-recover-failures) when a Customer cannot be matched or synchronized.

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