When I sync invoices from ConnectWise to QuickBooks Online, it changes the QuickBooks email address to the Primary Contact and not the Finance Contact.
Wise-Sync will set the Billing Contact information in your Accounting System based on the following hierarchy:
- The Billing Contact selected for the Bill To Company in ConnectWise
- The Primary Contact selected for the Bill To Company in ConnectWise
If Wise-Sync is unable to return a Billing Contact, then the Primary Contact is used.
If the sync is still setting the Primary Contact even though a Billing Contact is selected, you will need to ensure that the Billing Contact is active as per the Contact Profile record.
