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Payment method needs to sync. #6

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3 tasks done
HR-administrative opened this issue Aug 9, 2021 · 0 comments
Closed
3 tasks done

Payment method needs to sync. #6

HR-administrative opened this issue Aug 9, 2021 · 0 comments
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@HR-administrative
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HR-administrative commented Aug 9, 2021

We have custom payment methods and would like that if there's a method with the exact same name in QB that it would automatically use that, as currently payment methods in QB remain blank; and that it would deposit to a specific account depending on payment method. Also the payment note from in CRM needs to go over into Reference no. in QB. As it is each payment needs to be opened in QB yet and edited.

  • Payment method
  • Payment note to reference
  • Deposit to acct per payment method
timbze added a commit that referenced this issue Nov 27, 2021
timbze added a commit that referenced this issue Nov 27, 2021
timbze added a commit that referenced this issue Nov 30, 2021
@timbze timbze closed this as completed Dec 1, 2021
@timbze timbze added this to the 2021-12-01 milestone Dec 1, 2021
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