Jason currently has a recipe that syncs his estimates onto his Salesforce. However, when he creates an invoice from the given estimates, he is not able to sync the invoice to the same given Salesforce object as there is no link to the related estimate.
The current workaround is to use statement memo to store the estimate number manually. A preferable way would be to be able to:
1) access the linked transaction in the output schema
Adam Goh
Access Linked transactions in QuickBooks
Request on behalf of Jason Terrell.
Jason currently has a recipe that syncs his estimates onto his Salesforce. However, when he creates an invoice from the given estimates, he is not able to sync the invoice to the same given Salesforce object as there is no link to the related estimate.
The current workaround is to use statement memo to store the estimate number manually. A preferable way would be to be able to:
1) access the linked transaction in the output schema
2) search linked transaction action.
1 person likes this idea