Copy QuickBooks Invoice Memo to Acctivate

For QuickBooks users commonly entering information into the Invoice Memo field, this information can be synced back to the Invoice Note field.

In QuickBooks, open an Invoice that was created in Acctivate and synced to QuickBooks.  At the bottom of the Invoice, you will see the Memo field.

QuickBooks_InvoiceMemo

Once you have saved your changes to the Invoice in QuickBooks, run a synchronization in Acctivate.  With the synchronization completed, you can view the saved information from the Invoice Memo by selecting to open the related Sales Order and selecting the Invoices tab.  You will find the Memo information saved to the Note field on the Invoice record.

Posted in QuickBooks and Sync, Sales - Last modified on August 22, 2017Matt Allen
Still need help?
Search all content on this site, contact support at 817-870-1311, or create a support request.