2022

Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Issue        :           Unable to integrate customer into QuickBooks Online from Salesforce even though the                               the Salesforce Account does not exists in QuickBooks as a Customer.

Reason    :           Either a Vendor or Contractor or an Employee exists in QuickBooks with the same name as                        Salesforce Account, hence customer will not be created.

...

  1. Rename the Vendor/Employee name in QuickBooks other than Salesforce Account name.
  2. Rename the Account name in Salesforce other than QuickBooks Vendor/Contractor/Employee name.
  3. Delete the Vendor in QuickBooks if it is not required.

 


  • Renaming the Account name in Salesforce as Customer/Account Testing:

...

  • Customer has been created in Quickbooks: