Method Community

Our method syncs in real time with our quickbooks.  When a customer is designated as Lead Status No in Method, what kind of accounting form (Sales Order, Invoice, etc) will it create for that customer in Quickbooks?

 Hello,

If "Lead Status Only" is checked when you enter a new Lead that means that Customer (Lead) entry wouldn't go over to QuickBooks unless a transaction is performed (sent to QuickBooks) or the checkbox is manually unchecked.

Any transaction be it Estimate, Invoice, etc performed in Method will go over to QuickBooks in real time for that Customer provided that the 'Wait for Sync Approval?' is unchecked, if it is checked then it will go over to QuickBooks once it is approved.