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- The following workflows should be kept on based on the integration requirement to keep QuickBooks a master database for uni-directional integration.
- CustomerToAccount
- ItemServiceToProduct
- ItemInventoryToProduct
- ItemNonInventoryToProduct
- ItemDiscountToProduct
- ItemOtherChargeToProduct
- InvoiceToOpportunity
- InvoiceToInvoice
- EstimateToOpportunity
- SalesOrderToOpportunity
- SalesReceiptToOpportunity
Run Integration
- Once you are done with the mappings, you can run the integration using scheduler or QuickBooks WebConnector.
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