Sync Invoices - manual option

SFX-Q Sync

Invoice data can be manually synced from QB to Salesforce

Manually sync invoice data from QuickBooks to Salesforce.

 

Options to Search by Date

Options to Search by Invoice Number

Open the desired Invoice Record in Salesforce, click the Sync button on the record, and the selected invoice data will be synced from QuickBooks to Salesforce.

If the customer does not exist in Salesforce, then the invoice will be loaded to Unmapped Invoice

If the customer record does not exist in Salesforce, the invoice will be loaded to the Unmapped Invoice section.

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