I want to troubleshoot a problem I have from Salesforce to QuickBooks Online.
Most of the process works great except for getting the customer name to appear on the invoice before the billing and shipping addresses.
Here are the relevant process steps
- Once I have the record in Salesforce that I want to pass it moves to step three in the zap “find customer and QuickBooks Online” - it's searching on the customer name.
- If it finds the customer name it moves to step four
- if it does not find the customer name I ask it to create the customer - pulling all the data from Salesforce for the billing and shipping address
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- It then moves to step four which is to update the customer. So this is when it finds the customer in QuickBooks, it will update that customer detail with anything from Salesforce, as that's where the most current data is held
- Step 5 is finding the products and that's working fine
Step 6 is creating the invoice.
- You can see here that the billing address line 1, and that contains the customer name
- billing address line 3 is mapping to the company name
- billing address line 4 is the first line of the address, street address Etc
- so in this View everything looks good
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But when I go in to look at the invoice in QuickBooks I see that the customer name is not in the bill to and ship to field. It just starts with the first address line.
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How can I get the customer name to appear as the first line?