Problem with User Access to Clone invoices

  • 5 years, 5 months ago #5431

    Avankia Support –

    We have a new user in Salesforce and Quickbooks that needs to be able to
    clone invoices/sync to Quickbooks Online.

    She is getting an error message saying the URL is incorrect when she
    attempts to clone the invoice and sync to QuickBooks online.

    Please assist with getting her the access she needs to clone invoices.

    User: Anne.Duran@linuxacademy.com

    Thanks,

    sridhara.r_20153
    Participant
    5 years, 5 months ago #5694

    Hi Kimberly,

    Since you have created a new user in Salesforce, if you want the new user to make use of the button, DBSync fields have to be configured in the user page layout.

    In order to configure, make use of the values present in the DBSync section of existing user page layout and fill in the same values to the new user.

    Thanks.

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