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quickbooks export is providing wrong name on invoice

Kathryn M. shared this question 8 years ago
Answered

ex. Inv. 1469778 - IO customer name = St Philomena but the exported information in quick books came up as St Josephs, do you know why this is happening?

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The organization set on the lead can be different than the one set on the customer record. If you go to the lead and click the customer's name on the right side it will take you to the customer record and you'll see the organization is set differently.


I'll have to consider more whether we need to make a change to this behavior.

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