Note: Currently QuickBooks SDK does not provide a link to migrate QuickBooks transactions. Therefore Act Opportunities do not migrate & transactions can be duplicated.
Estimate > Sales Order > Invoice
Contact LevelQuickBooks Contacts The following fields establish entity relationship between Act Contact & QuickBooks Contact & provides link to DataPlus Menu in DataPlus tab.
Customer Number
Employee Number
Employee Account Number
Vendor Number
Note: These fields are unique numbers. They can be shared with other contacts within the same organization.
Note: Company Level fields are like the Contact Level fields and perform the same.
Contact LevelQuickBooks Contacts The following fields establish entity relationship between Act Contact & QuickBooks Contact & provides link for importing data from QuickBooks.
eCustomerID
eLocationID
eContactID
eContactReferenceID
eVendorID
EmployeeID
eActContactID
Note: These fields are unique ID's and should remain unique to each Act contact.
Note: Company Level fields are like the Contact Level fields and perform the same.
Act Opportunity
OpportunityManage Process Lists
From Opportunity tool bar, Opportunities/ Manage Process List..
