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  • Voided invoices in Quickbooks set a flag in Salesforce

    If I void an invoice in Quickbooks, check a box in Salesforce on the opportunity that the opportunity has been canceled. If I void a product out of an invoice in Quickbooks, check a box in Salesforce on the opportunity line item that that line item has been canceled. From there, we will be able to write...
    Posted to Enhancement Requests (DSOD) (Forum) by gpolmateer on 03-01-2010

  • Salesforce and Quickbooks address synchronizing

    The problem we’re having is with the way Pervasive is syncing the data between QuickBooks and Salesforce. A separate section was created when everything was originally set up in Salesforce called “QuickBooks Information”, which is where Pervasive syncs all of our QuickBooks data. Going forward, if we...
    Posted to General Discussion (DSOP) (Forum) by cvyvial on 03-13-2009

  • Re: How do i match the products?

    DataSynch only supports product matching from QuickBooks to Salesforce using the Product Matcher provided in the Web Interface. To link up Products that are already in Salesforce.com, insert them in QuickBooks such that the Item Name/Number in QuickBooks matches the Product Code in Salesforce.com. Then...
    Posted to General Discussion (DSOP) (Forum) by nmendlik on 01-14-2009

  • 2.3.0 Release Notes

    Release Date: December 4, 2008 Bug Fixes: This release contains fixes for one or more known stability issues which can be found in the table below. Please read this prior to reporting any new bugs. Bug # Description 265 Invoice numbers going into Salesforce are not correct when being associated with...
    Posted to Release Notes (DSOP) (Forum) by nmendlik on 12-18-2008
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