Customer Credit Limit & Account Balance
TurnLink has the ability to show your QuickBooks Customer Credit Limit & Account Balances.
To setup this feature, login to TurnLink as an Admin and go to Setup > Integrations > QuickBooks:
Open the 'Web Connector Preferences' section, set 'Customer Credit Limit & Balance' to 'Include', and click 'Save':
Once setup, you can view this information by clicking the 'Order Options' button in the Company Overview:
To setup this feature, login to TurnLink as an Admin and go to Setup > Integrations > QuickBooks:
Open the 'Web Connector Preferences' section, set 'Customer Credit Limit & Balance' to 'Include', and click 'Save':
Once setup, you can view this information by clicking the 'Order Options' button in the Company Overview:
Learn more about How TurnLink and QuickBooks Interact.