Hello,
We just got started with Katana MRP connected to QuickBooks Online.
Katana pushes invoiced sales orders into QBO as a sales invoice.
The sales invoice needs to show which Sales Rep is assigned to the customer (this is a custom field in QBO and categorized as a dropdown data type).
I have a Google Sheet that lists Customer, Sales Rep, and Customer Group.
Every time a sales invoice is created in QBO, I want to run a scenario where the customer name is matched to the first column of the Google Sheet, and the Sales Rep custom field dropdown is selected using Column B of the Google Sheet.
I have tried this so many times and I can’t figure out what I’m doing wrong…
Note: I tried this with Zapier but their API doesn’t allow dropdown fields it can only handle text.