Hello everyone,
I searched all the threads and was surprised no one has came across the same situation I have.
Our company does not use the “product” standard object in Salesforce, rather, we use a custom object called “Packages”. Now I have successfully created the steps to add a customer, and create an invoice, the one MAJOR issue I’ve encountered is with Line Items. Since products are typically mapped to “Line Items” in Quickbooks, I would like to transform and map my custom object as the line item(s).
Any help would be greatly appreciated. Anyone has a zap they can share? HELP PLEASE!
Thanks in advance!
Mara