If the direct deposit bounced due to insufficient funds, you’ll need to manually adjust the customer’s balance in QuickBooks. First, check if the transaction wa...
Exporting the Project Profitability report to a CSV file can be tricky if the field formats don’t align with Salesforce. You might need to adjust field mappings...
QuickBooks Online doesn’t currently have a built-in feature to send invoices via text, and as you mentioned, their workaround is just copying the invoice link m...
If you need to do this regularly, consider using Skyvia (https://skyvia.com/data-integration/quickbooks-csv-file-import-and-export). It's a no-code platform tha...
List each donor separately when recording the deposit in Banking -> Make Deposits. For the pledge payment, select the donor's name and link it to the correct pl...
