Hello,
Is there a way to print out which customers and vendors are matched between Cetec and QBO? I would like to see the ones that are matched then make sure they are synch’ing.
Thank you.
Hello,
Is there a way to print out which customers and vendors are matched between Cetec and QBO? I would like to see the ones that are matched then make sure they are synch’ing.
Thank you.
Hello Gordon,
Currently the way to view if a Customer or Vendor is synched from CETEC to QBO is to look at the Customer or Vendor record in CETEC, in the left side nav menu there should be an item that says “Linked to QB Customer (NAME)”. The item should show the name of the object synched in QBO, seen at bottom of menu here:
Our Product Team is working on a much better way to view the Customers and Vendors that are synched from CETEC to QBO and expect that to be available later this year with the 4-12 update.
Best,
CETEC ERP Customer Support