FAQ - When I sync invoices, why are the email address are updated?


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.

P
Paul is the author of this solution article.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.