Quickbooks Integration Documentation and What happens with Invoice changes

Quickbooks Integration Documentation and What happens with Invoice changes

I have not been kind to Zoho on the forums over our CRM->Quickbooks integration Nightmares. Basically I was forced to upgrade to Enterprise to make it work right (because I needed custom functions to ensure every contact has an email address and every Invoice subject is unique). I find the solution to be far from well implemented, and I let Zoho know it - however, even that wasn't easy as their engineer tried to prevent me from talking to management while discussing my issues on the phone. Really?!

Anyway...

My question is about how the integration handles records that have changed. For example, if I have an invoice in Zoho CRM on which the line items have changed since it was exported to Quickbooks, shouldn't the changes be reflected in Quickbooks upon the next Export? It does not appear to work that way. Also, what happens if you change the contact that is attached to an invoice in Zoho CRM for an invoice that has already been Exported? Does that invoice get duplicated in Quickbooks under the new contact? I assume it would, and the original invoice in Quickbooks would not be deleted. Of course, that is not an ideal scenario.


I shouldn't have to ask these questions... First of all it should work in a sensible way. Second, it should be documented. Maybe that should be added to the "roadmap" (typed while rolling my eyes).