Hello,
Does anyone know how to set a zap up so when someone updated an account name in Salesforce it updates the customer name in Quickbooks online?
Best answer
Update a quickbooks customer when salesforce account is updated
- Beginner
- 1 reply
Best answer by andywingrave
Hey! Great question - and I can understand why this is quite a frequent question, as it’s not immediately clear that you have to take an extra step before you update the customer.
The flow should be as follows:
- Update field on account object - Where the field is “account name” and object is “account”
- Find the customer in Quickbooks
- Before you can update the customer, you need to ensure they exist
- Update the customer you found in step 2
(Optionally after step 1 you can add a filter based on your requirements)
Hope that helps!
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.
+9- Zapier Expert
- 854 replies
- Answer
Hey! Great question - and I can understand why this is quite a frequent question, as it’s not immediately clear that you have to take an extra step before you update the customer.
The flow should be as follows:
- Update field on account object - Where the field is “account name” and object is “account”
- Find the customer in Quickbooks
- Before you can update the customer, you need to ensure they exist
- Update the customer you found in step 2
(Optionally after step 1 you can add a filter based on your requirements)
Hope that helps!
- Beginner
- 1 reply
Hi Andy,
So when I do that I get a roadblock on the third step. “Customize Updated Customer” has the required “Customer” and it’s saying I need to select the customer I want to update but is there a way that I can do a search for them at the time of update in salesforce?
Thanks.
+9- Zapier Expert
- 854 replies
Hey! I’m not sure what you mean. Please can you share a screenshot of your third step?
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.