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
over 6 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
over 6 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
Adam Goh
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.
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
Adam Goh
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