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Adam Goh

started a topic about 8 years ago
Answered

How to sync overdue balance from Salesforce to QuickBooks?

Question excerpt from user: I have invoices with overdue amounts and some are not. How do I sync overdue amounts to Salesforce? There don't appear to have any fields for me to use for overdue balance.




Best Answer
A
Adam Goh said about 8 years ago

Hi. Workato is not able to retrieve the Overdue status because Quickbooks API does not generate the status as a field that we can pull from. Instead, these statuses are generated by Quickbooks itself. Say for overdue status, Quickbooks gets that an invoice is overdue by doing a comparison with the current date + overdue date of the invoice. You can see more of it here: https://support.workato.com/support/discussions/topics/1000069450

Answer

Adam Goh

said about 8 years ago

Hi. Workato is not able to retrieve the Overdue status because Quickbooks API does not generate the status as a field that we can pull from. Instead, these statuses are generated by Quickbooks itself. Say for overdue status, Quickbooks gets that an invoice is overdue by doing a comparison with the current date + overdue date of the invoice. You can see more of it here: https://support.workato.com/support/discussions/topics/1000069450

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