This page provides the information about the custom setting records needed during Quickbooks setup.
Steps to open custom settings-
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Navigate to Setup.
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Search Custom Settings in Quick Find box.
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Look for Quickbooks Common settings in the list.
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Make sure to check for the below values in Quickbooks Common Settings:
|
Setting Key |
Value |
Description |
|---|---|---|
|
AutomateSendPaymentReceipt |
false |
When PaymentGuru and Quickbooks Integration both are configured and user needs to send the Payment receipt received from Quickbooks via email to customer. |
|
ApiInstance |
Production |
Production for All Companies. |
|
BatchSize |
50 |
Size of all QB Batches. |
|
BusinessOrg_Path |
sms |
Hardcode the value |
|
BusinessOrg_Site |
Hardcode the value |
|
|
CMSupportEmailAddress |
Hardcode the value |
|
|
DefaultCompanyId |
test |
Stores the value of Default Company Realm Id to be used for automations. This is automatically populated via code. |
|
DefaultCompanyRecordId |
test |
Stores the value of Default Company SF Record Id to be used for automations. This is automatically populated via code. |
|
DeleteAdditionalLineItem |
true |
if user wants to delete extra QB Invoice line items, if there’s any change made in Quickbooks portal. |
|
GenerateInvoicePDF |
true |
If the Invoice PDF needs to be fetched for Quickbooks Invoices. |
|
GeneratePaymentLink |
false |
If the user wants to process the Quickbooks Invoice payment via PaymentGuru and wants the Payment link to be generated and sent. |
|
GetPaymentReceipt |
false |
If the Payment receipt PDF needs to be fetched for Quickbooks Payments. |
|
GuestUsers |
Guest |
List of Guest users profile for providing FLS. |
|
RestrictedUsersForPermissionSets |
AutomatedProcess; CloudIntegrationUser; Guest |
List of users profile for not showing in Permission Set component in Quickbooks Admin Setup. |
|
SalesTermDefaultValue |
Net 30 |
NA |
|
ShowClassInLWC |
false |
If the user needs to show Quickbooks class column while creating invoices manually. This should only be set to true when customer has configured Quickbooks classes in their QuickBooks Online for Products and Invoices. |