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barbatrapid
March 2, 2020
Question

Should the Sales Rep be cleared when you change an invoice in Acculynx? Every time I change an invoice amount or add additional work it wipes out the Sales Rep! :(

  • March 2, 2020
  • 1 reply
  • 5 views
No text available

1 reply

AlexV
AlexV
Level 10
March 2, 2020

Let me share something about third-party integration, barbatrapid.

 

When you create an invoice in Acculynx, they'll send the data into QuickBooks automatically. They are the one who handles the  invoices for you. That means, QuickBooks is dependent on what data they provide. I suggest reaching out to them to see if they have an option not to remove the sales rep when you modify the invoice.

 

You can read this guide if you need to record invoice payments in QuickBooks Online.

 

I'm just a post away if you need anything else. Wishing you all the best!

B
barbatrapidAuthor
March 3, 2020

Acculynx lets me choose which Salesperson sold the job.  That is it.  It's always in Acculynx but when you change the contract worksheet, it doesn't keep the Sales Rep in QB online.  Takes it out totally.  Any suggestions!?  

QB online, how can this be solved?

Tori B
Tori BQuickBooks Team
QuickBooks Team
March 3, 2020

Good morning, @barbatrapid. 

 

Thanks for following up with us. 

 

As mentioned by my colleague above, any invoice that is brought over by Acculynx is solely how they bring that into QuickBooks Online. You'd need to reach out to their support to know the reasoning behind losing the Sales Rep on the invoice. Although QuickBooks Online integrates with third-party apps, the third-party app is who would be in control of the data that comes into QuickBooks. 

 

Please let me know if there's anything else that I could assist you with. I'll be happy to lend a helping hand. Take care

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