QB sync POs

Casey Z. shared this question 37 days ago
Answered

I have questions about name matching with this sync tool...

Both IO and QB have separate fields for Company Name and Contact Name. Do we need to have an exact match on both of those, or is it only looking at one of them?

Should this tool be working now? I added a new PO to lead 33447895 today. I signed the PO and made a payment on the lead. Everything transferred to QB, but no vendor bill has been created.

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There was an issue but should be fixed now. Developer did say that the vendor name has to match in IO and in QB, and POs that were done before this update will need to be add to QB manually

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