Quickbook Integration Nightmares

Quickbook Integration Nightmares

This shouldn't be so hard... I have the following issues:

  1. I want my invoice subjects in Zoho to be descriptive. The web connector will not attempt to transfer invoices is the subject exceeds 12 characters. That is silly. It should truncate the subject if necessary, or better yet, actually use an invoice number in Zoho to map to the Invoice number in QB.
  2. I have 35,000 contacts in Zoho, but QB only allows 10,500 (Premier version). I really just want to create a contact in QB if an invoice is pending transfer. As a workaround, I created an automation rule to select the Add to Quickbooks field in Contacts every time an invoice in Zoho is updated. I set up the record selection in the Quickbooks integration section in Zoho to only export contacts that have this field selected. However, many of my contacts in Zoho do not have email addresses, and the web connector will not transfer contacts that don't have email addresses. I thought I could resolve this by using automation to add a fake email (no@email.com) to records where there is currently no email address. However, this functionality does not exist - you can't update an email address with a field update for some reason. Worse yet - I can't use the mass update feature to update ALL contacts without an email to add a fake email address, which would solve this problem.