How do I update my QuickBooks Online Contact Mapping in OFX?

OFX's QuickBooks Online integration gives you clear, explicit control over which QuickBooks Online contact each of your OFX recipients syncs to. You can view, set, and update the link yourself — either from the Recipients screen or directly within the Bills flow.

Before you update your QuickBooks Online contact mapping, ensure the following prerequisites are met:

QuickBooks Online must be connected to your OFX account. To connect, navigate to Setup > Integrations and follow the prompts under Accounting packages to connect to QuickBooks Online.
You must have permission to manage recipients in your OFX account.

How does OFX match a recipient to a QuickBooks Online contact?

When you open a recipient's detail panel or work on a bill, OFX automatically searches your QuickBooks Online contacts for the best match using the recipient's name. Here is how the matching works:

OFX searches your QuickBooks Online contacts using the recipient's name as the search term.
If one or more suggestions are found, OFX auto-selects the first suggestion and shows it with a green indicator so you can confirm or override it.
If no match is found, OFX shows a "no match" message and invites you to search manually.
A QuickBooks Online contact that is already linked to a different recipient is excluded from suggestions — each contact can only be linked to one OFX recipient at a time.
Once you confirm or save a link, it is stored as a permanent 1:1 mapping between that recipient and the QuickBooks Online contact. All future bills and payments to that recipient will sync to the linked contact automatically.

Tip: The auto-suggestion is a starting point only. Always review the suggested contact and use the search to override it if the wrong contact has been suggested — for example, if you have multiple suppliers with similar names (e.g. "Bunnings Rockdale" vs "Bunnings Kogarah").

Next Steps

To update your QuickBooks Online contact mapping in OFX, you have two options:

Option 1 — Link a QuickBooks Online contact from the Recipients screen

You can manage QuickBooks Online contact links for all your recipients in one place from the Recipients screen. This is the recommended approach when you want to set up or review mappings in bulk, or fix a mapping without needing to open a bill.

Log in to your OFX account.
Navigate to Recipients in the left-hand menu.
Locate the recipient you want to link and click on their name to open the recipient detail panel.
In the recipient panel, look for the QuickBooks Online contact section. If a suggested match has been found automatically, it will be displayed with a green dot.
1. If the suggestion is correct, click Use this contact (or the equivalent confirm button) to save the link.
2. If the suggestion is incorrect, click Reset (x) to clear it, then use the Search contacts function to find and select the correct QuickBooks Online contact.
3. If no suggestion was found, use the search field to type the QuickBooks Online contact name and select the correct match from the results.
Once saved, the linked QuickBooks Online contact name will appear in the recipient's detail panel. All future bills and payments to this recipient will sync to this QuickBooks Online contact.

To update or remove an existing link:

Navigate to Recipients and open the recipient's detail panel.
In the QuickBooks Online contact section, click the edit or unlink option next to the currently linked contact.
Search for and select a new contact, or confirm the removal.

Option 2 — Link a QuickBooks Online contact through the Bills flow

When creating or editing a bill, OFX displays the linked QuickBooks Online contact directly on the bill form so you can see exactly where the bill will sync before saving. You can also set or change the mapping from within the bill.

Log into your OFX account.
Navigate to Bills in the left-hand menu and open an existing bill, or create a new one.
Select the recipient for the bill. Once a recipient is selected, the QuickBooks Online contact section will appear below the recipient field.
OFX will automatically search for a suggested QuickBooks Online contact based on the recipient's name:
a. If a suggestion is shown with a green indicator, review it and click Submit to use this contact.
b. If the suggestion is incorrect, click Reset QuickBooks Online contact and use the search contact function to find the correct QuickBooks Online contact.
c. If no suggestion is found, use the search field to manually search and select the correct contact, OR continue processing the bill for a new QuickBooks Online contact to be created.
The selected contact is held as a pending selection until the bill is saved. Once you save the bill, the mapping is permanently stored and the bill will sync to the linked QuickBooks Online contact.

Note: If the linked QuickBooks Online contact has been archived in QuickBooks Online, OFX will display a clear prompt on the bill asking you to select an active contact before retrying the sync. You can either reactivate the contact in QuickBooks Online, or select a different active contact from within OFX.

Why is this important

Previously, OFX attempted to match recipients to QuickBooks Online contacts automatically using name-based guessing. This could lead to:

Bills and payments syncing to the wrong QuickBooks Online contact, especially when multiple suppliers share similar names or bank details.
Duplicate contacts being created in QuickBooks Online when no match was found.
Confusing and hard-to-diagnose sync errors when a contact was archived or had been merged.

With explicit contact mapping, you are always in control. You can see exactly which QuickBooks Online contact each recipient is linked to, fix incorrect links in seconds from the Recipients screen, and have confidence that your accounting data is flowing to the right place every time.

This is especially useful for businesses that manage multiple locations or branches of the same supplier — each OFX recipient can now be independently linked to its own QuickBooks Online contact.