Sync Aging details from QuickBooks to Dynamics 365 CRM
These details are synced by the InoLink Low Priority service set in Service Scheduling section within the QuickBooks to Dynamics 365 CRM feature option.
This service is scheduled to poll at an interval of 24 hrs. It is advised to schedule this service to be executed once a day as a nightly job.
To check Aging details you can refer fields on Account and Contact entity in Accounting details section as shown below:
The details here are the same that is reported in QuickBooks using the 'A/R Aging Summary' and 'Sales by Customer Summary' Reports.
Last modified 10mo ago
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