Quickbooks Online Credit Limits

Quickbooks Online Credit Limits

AGG SMART can show customer credit limits when booking in a job.

Quickbooks does not output the credit limit through its API, so we need a work around. So, if you update the customer's FAX number with the credit limit, then AGG SMART will use that as the customer credit limit.

You need to enter the limit into this field without any commas or pound signs. For example, if the credit limit is £10,000, then enter 10000

Once this is entered for the customer, AGG SMART will pull the credit limit and account balance through and display them on screen.




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