Customize information passed to QuickBooks
Ability to setup or modify how records are created whenever payments are made using Quickbooks as the gateway.
15
votes
AdminCharmyn Marchan
(Admin, PandaDoc)
shared this idea
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Graham Arnold commented
This would be great. Specifically - not creating payment received with a different name as a new product in Quickbooks. This is problematic using Salesforce & sending proposals with multiple products in which the name of the document varies based on the name of the Account / Opportunity being worked.