What is the best way to Sync Up Salesforce Opportunities with QuickBooks Invoices.

Question excerpt from users. What is the best way to Sync Up Salesforce Opportunities with QuickBooks Invoices.

Best Answer

CJ Wee said about 6 years ago

Hi Terry,

If you would like to use a custom invoice number, you would need to enable this feature in your Quickbooks settings first.

Once it is enabled, you should see the invoice number input field in your recipe.

Regards,
CJ

Terry Clavier

said almost 7 years ago

We are trying to figure out a Workato/QB/Invoice issue. The problem is The invoice is being created in QB, but it is not generating an invoice number (that we are allowed to see) in the Invoice number field. It is however, ‘using’ the next invoice number in sequence. We just can’t see the field being populated. The recipe is currently turned off. Can someone assist me?

Answer

CJ Wee

said about 6 years ago

Hi Terry,

If you would like to use a custom invoice number, you would need to enable this feature in your Quickbooks settings first.

Once it is enabled, you should see the invoice number input field in your recipe.

Regards,
CJ

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