Account (customer) and contact
In both CentrixOne and QuickBooks, never delete an account (customer) or a contact synchronized with CentrixOne. Just make it inactive in QuickBooks.
Import
When importing data into CentrixOne, do not import it into the list named “QuickBooks”, because if you make a mistake, you will directly impact your customer data in your QuickBooks system.
Revenue category
In both CentrixOne and QuickBooks, never delete a revenue category (also named revenue type, item or product) associated with QuickBooks.
Stage name
In CentrixOne CRM, when your account is synchronized with the QuickBooks system, specific stage names are automatically created and used by the synchronization API.
Never delete or rename any of the following stage names: “Estimate – Pending”, “Estimate – Accepted”, “Estimate – Closed”, “Invoice”, “Sales Receipt” and “Credit Memo”.
