2022
Salesforce and QuickBooks Desktop ---- Account to Customer Integration
Let's go through a case where in we have to sync a Salesforce standard field Account to QuickBooks standard field Customer.
Issue: "ERROR:(3185) - There is an invalid reference to QuickBooks Customer "Alice Hunter" in the Invoice. QuickBooks error message: The specified name is either invalid or of the wrong type."
The synchronization was not working as the account name in Salesforce was not matching with the customer name in the QuickBooks Desktop.
QuickBooks Desktop Screenshot
Salesforce Screenshot
Solution:
QuickBooks Desktop does not support duplicate Customer name to be synced again. Hence I told the client to edit the Account name in salesforce by adding any character and run the sync in the web connector.
Later the client edited the Account name by adding a period(dot) at the end of the name as shown below and ran the synchronization.
After the synchronization was completed the Account synchronized successfully in QuickBooks as shown below
Hence the issue was resolved by following the above procedures.