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Customer not Syncing

Last post 03-14-2012 1:55 PM by cpitts. 2 replies.
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  • 03-14-2012 12:43 PM

    Customer not Syncing

    Reply Contact

    Hi,

    I have a customer that's in method not showing up in QB.  It has a SO that isn't syncing either.  My customer list screen is customized, but this customer is no different than any other in how I've created and saved it.  There's no resolve conflict with the customer or SO syncing to QB either.  Any ideas why I can't see the customer or SO in the system?

  • 03-14-2012 12:55 PM In reply to

    Re: Customer not Syncing

    Answer
    Reply Contact

    Does the customer have a "Lead Status"?  If so, it won't go to QuickBooks.

    Does the Sales Order have a "Is Waiting for Sync Approval" status?  If so, uncheck this and save.

    Paul

  • 03-14-2012 1:55 PM In reply to

    Re: Customer not Syncing

    Reply Contact

    Thanks for the input Paul.  The customer's Lead Status was removed. It was marked as "Active Customer". 

    However, the waiting to sync was checked as well.  It looks like that resolved it.  Much thanks!
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