Phuong Nguyen
Hi Jason. Thank you very much for creating this post. My apologies for the delayed response. I will raise this request up with my team and get back to you as soon as I get any news. Have a great day!
Allan Teng
Hi Jason, you can use "Create Purchase" and select check for this.
allan--can we get the memo line added to the check--We can't use it without the memo line
and check number
Patricia Guevarra
Hi Jason,
Apologies for not getting back to you sooner. We currently have a Create Check action, which also has the memo field. Unfortunately, we don't have the check number field yet. Our product team will look into that. Let us know if you have other suggestions!
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Jason Spencer
Quickbooks Online Needs the "Action" "New Check" added inside workato
one of your competitors that shall remain unnamed that starts with a Z has this function. You crush them in every other way on the Salesforce to Quickbooks integration because its clear to anyone looking that your skill set is at a signficantly higher level and your business model planning is as well so lets tighten up this small oversight so no one can say they have anything on the guys at Workato.
Thank you,
Jason Spencer
Chairman & CEO
Student Loan Relief, Inc
1 person likes this idea