What is Customer Name Search Priority in my Stripe Integration Settings?

• What is Customer Name Search Priority?
• When to use this setting
• How to change it
• Step 1: Open Stripe settings in Synder
• Step 2: Reorder the customer name fields
• Step 3: Apply to existing transactions
• Important note

What is Customer Name Search Priority?

When Synder syncs a Stripe transaction to QuickBooks Online, it pulls the customer name from the Stripe transaction data. Stripe stores customer information in several fields — such as customer name, email, billing name, or description.

The Customer Name Search Priority setting lets you control which field Synder reads first. Synder goes through the list from top to bottom and uses the first field that has a value. You cannot change the customer name inside Synder directly. Instead, you set which Stripe field to read, and the correct name flows into QuickBooks on every sync.

When to use this setting

Change the Customer Name Search Priority if any of the following apply to you:

• Wrong name appearing in QuickBooks — Synder is reading a field that contains an email address, description, or placeholder text instead of the customer’s actual name.
• B2B customers — You sell to businesses and want the company name in QuickBooks, not an individual’s name.
• Matching existing QBO customers — You already have customers in QuickBooks under specific names and need Synder to match those exactly to avoid duplicates.
• Email-based identification — You prefer to use email addresses as customer identifiers in QuickBooks.
• Custom Stripe metadata — Your integration stores the preferred customer name in a Stripe metadata field rather than a standard field.

How to change Customer Name Search Priority

Step 1: Open Stripe settings in Synder

1. Open Synder and select your organization in the top-left corner.
2. Click Settings and choose Stripe from the Integration dropdown.
3. Alternatively, click the person icon in the upper-right corner → Organization settings → Sync settings under Stripe.

Step 2: Reorder the customer name fields

1. Click the Sales tab inside the Stripe settings.
2. Find the Customer name search priority section.
3. Drag the field you want Synder to read first to the top of the list.
4. Click Update to save.

Step 3: Apply the change to existing transactions

The new priority applies automatically to all future syncs. To fix transactions already in QuickBooks, roll them back and re-sync them.

1. Go to Platform Transactions.
2. Select the transactions with the wrong customer name.
3. Click Actions → Rollback and confirm.

4. Once the transactions show Deleted status, click Actions → Sync and confirm.

After re-syncing, check the transactions in QuickBooks to confirm the correct customer name is showing.

Important note

Synder compares the pulled name against the Display name field of existing customers in QuickBooks. If a customer with that name already exists, Synder will link the transaction to it. If not, it creates a new customer record. Therefore, make sure the field at the top of your priority list contains the name that matches your QuickBooks customers.

If you have questions, reach out to the Synder support team via chat or email.