Troubleshooting Customer Sync Between Salesforce and QuickBooks

Overview A "Sync Failure" occurs when the InterWeave SmartAgent attempts to push a Salesforce Account to QuickBooks but is rejected by the QuickBooks Validation Engine.

Common "Gotchas"

• Character Limits: QuickBooks Customer names are limited to 41 characters. If the Salesforce name is longer, the sync will fail.
• Colon Restriction: QuickBooks uses colons (:) to denote Sub-Customers. Using a colon in a standard Salesforce Account name will cause a "Parent/Child" error.
• Inactive Records: Ensure the customer hasn't been marked "Inactive" in QuickBooks, as this prevents updates.

Resolution Steps

1. Log Audit: Open your InterWeave Integration Manager and check the Error Log. Look for "Status Code: 3100" (Name already exists).
2. Data Scrubbing: Remove special characters (&, :, ") from the Salesforce Account name.