I'm connecting Quickbase to Quickbooks. Unfortunately, the customer names don't match. Is there an easy way to do a search in Quickbooks for the customer in Quickbase? As an example, when a new event is created in Quickbase I want to find the customer Quickbooks. Since they don't match exactly is there a formula that will check for basically a partial match? I was going to do a zipcode match (since most of my customers have unique zipcodes) but that field isn't available in the Quickbook Search. Any suggestions?
Thanks for reaching out! Unfortunately, our Quickbooks connector doesn't allow for partial matches when searching. However, you may be able to do this via our HTTP or SDK connector. You can see more information here:
The key differences between HTTP and SDK are as follows:
I hope this helps! You can also create a separate forum post as an enhancement request to have such a feature added.
Send us a ticket, we will try our best to assist you with your problem