I am trying to create a "Bank Deposit" in Quickbooks when my Salesforce Batch object is created or updated, but it seems that Bank Deposit is only available as an option when Quickbooks is the app being "triggered". Could you please make it so that I can create a Bank Deposit in Quickbooks, search the Bank Deposits in Quickbooks and update them too?
It seems to be that with Quickbooks being an accounting software, Bank Deposits would be a Core Product Feature, but because it is lacking this feature, I didn't know if it should go under Application Enhancements.
Thanks for making the post. This is a feature for Quickbooks, so I will relocate the post to the Application Enhancements forum. The Core Product Feature thread is meant for ideas about Workato's features. Sorry for the mix up. I will definitely try to clarify this.
As far as I understand, you would like to see the following being implemented in Quickbooks:
- Create Bank Deposit
- Search Bank Deposit
- Update Bank Deposit
Am I missing anything?
Yes please! When triggered by Salesforce object being created or updated, I would like to be able to do the actions you have listed. It is critical to our being able to move forward, so I really appreciate it!
Hi Logan, while waiting for this to be built out, you can use the create journal entry action create the bank deposit?
Hello Allan, I actually looked into that, but it is really not using the Journal Entry for the correct purpose and my accountant was not pleased with the idea. That being said, if it is going to take till the end of January to build, I may have to...
I just received an email stating that "The idea has been marked as In Progress." Does that mean I should be able to see this fixed in the next week or so?
Sorry my mistake! The feature you asked for has been Implemented :) This is even better news!
Do give the new actions a try and let us know how they work out for you. Feel free to reach out to us if you face any issues at all.
WOW! You guys are amazing!! This is huge news for me and my Org... I'll be working on this today and will let you know how it works.
I thought I was the only one that says "Cheers":)
Send us a ticket, we will try our best to assist you with your problem