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  • Quickbooks item/product of type 'group' are not syncing

    Hi, I am working with a client who is running Quickbooks Premier. After using the products migration wizard we discovered that some of the products were missing on the Salesforce side. The items not syncing all appear to be of type 'group' in Quickbooks. Items of type 'service', for example...
    Posted to Installation & Configuration (Forum) by dmahan on 06-29-2009

  • Re: Primary Contact Fields

    [quote user="andykeller"]Account Field Synchronization: If QB Billing Address is Blank = Billing Address in Account in Salesforce will be used. If QB Shipping Address is Blank - Shipping Address in Account in Salesforce will be used.[/quote] Yes this is correct for a new Account in Salesforce...
    Posted to Installation & Configuration (Forum) by cvyvial on 05-05-2009

  • 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 (Forum) by cvyvial on 03-13-2009

  • How does the Ready To DataSynch check box work in Salesforce?

    Here is an explanation of how the trigger works. Trigger fires on an update and on an insert of Accounts and Opportunities. INSERT: If there is no date in the field PDS__DataSynch_Modified_Date__c field then it will be checked. (typically when a user inserts a record.) If there is a date in the field...
    Posted to General Discussion (Forum) by cvyvial on 01-21-2009

  • 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 (Forum) by nmendlik on 01-14-2009
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