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NewPath-Consulting / quickbooks-for-wildapricot

QuickBooks for Wild Apricot - Never miss an entry and have peace of mind knowing your books are always up-to-date with accurate transactions. Reduce stress and errors with automated, categorized entries from Wild Apricot to your QuickBooks accounts.
https://newpathconsulting.com/waqm
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WAQM does not update QBO customer address info for existing QBO customers #48

Open thelontx opened 3 years ago

thelontx commented 3 years ago

WAQM only creates a QBO customer if one cannot be found that matches WA data. If the customer does exist in QB, it just uses the existing customer.

There may be scenarios where the WA customer has updated address info and this updated address is not passed to the QBO customer record. WAQM still uses the WA updated address on the invoice that is created, but there could be settings inside QBO that override this and use the QBO customer contact address instead. Not sure.

We can update the WAQM QBO scenario to also take responsibility for updating contact/customer information for existing QB customers. This can get complex if there is a chance customer updates are ALSO done in QBO that need to be passed back to WA.

asirota commented 3 years ago

I think this would be a toggle in configuration -- it depends on the requirements whether updates in WA should flow to QBO or whether the QBO data should be left as is and only new records would be added.

thelontx commented 3 years ago

agree on making it a toggle. i.e. update QBO or do not update QBO.

I would be cautious about taking the next step to push data from QBO to WA as that gets us into a true CRM sync tool that requires significantly more error handling.