My CommitCRM program gets lots of transactions any given day but I only sit down with my Quickbooks about once a week to do billing, accounting, etc.
Currently, if I add or change something to a customer account in CommitCRM I have to make sure I hit the 'Update Linked Quickbooks Record with CommitCRM Account Data' otherwise, a mailing address, e-mail, phone number, or whatever isn't correct in QB.
Some days, thats not so bad. When it gets busy I tend to forget. Therefore, at the moment what I am doing is going through all the accounts one by one and making sure that the information in Quickbooks is the same asCommitCRM. I do this about once a week. I have to select each account, one at a time, and click 'Update Linked Quickbooks Record with CommitCRM Account Data'
My question is this:
Is there a way to do a batch transaction for all my customer accounts so that CommitCRM will verify the customers contact information is the same as it is in CommitCRM?
Thanks in advanced!
Currently, if I add or change something to a customer account in CommitCRM I have to make sure I hit the 'Update Linked Quickbooks Record with CommitCRM Account Data' otherwise, a mailing address, e-mail, phone number, or whatever isn't correct in QB.
Some days, thats not so bad. When it gets busy I tend to forget. Therefore, at the moment what I am doing is going through all the accounts one by one and making sure that the information in Quickbooks is the same asCommitCRM. I do this about once a week. I have to select each account, one at a time, and click 'Update Linked Quickbooks Record with CommitCRM Account Data'
My question is this:
Is there a way to do a batch transaction for all my customer accounts so that CommitCRM will verify the customers contact information is the same as it is in CommitCRM?
Thanks in advanced!
Comment