Import Sales Orders into QB

Question asked by Adrian Seetoyotam - 9/26/2014 at 4:39 AM

Answered

Our partner has requested to pass the Customer Account number as part of the import information. We do use Account number in QB for our Customers but cannot see where or what field to use for the import mapping in Zed Axis. Any ideas or suggestion how I can use this information.

198 Replies

Reply to Thread

Steve Replied

10/28/2014 at 7:53 PM

Employee Post Marked As Answer

When Importing Axis uses the unique Customer name in QuickBooks, it does not have an alternative to lookup an account ID. A workaround that is possible is to use a function to translate the account Id into the customer name.

Steve Batten

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