The QBO Check Lookup action is used to monitor a previously-saved Bill and retrieve the check number and date when it is paid

Once a Bill has been paid QBO sets the Check Number and Date of payment in the Bill. We can sue this action to retrieve that information and update update your invoice record. That way you can see directly in DocMgt when the invoice was paid and by what check number.


Options


    • Integration Name (Enterprise Feature) - If you have multiple QBO integrations defined you can specify which one to use by its name. If you leave this blank then the system will use the first one. 


    • Fields - Use this to map the Check Number and Check Date fields in DocMgt to the Bill fields in QBO. If you use the standard QBO Bills record type then the mapping is already correct. If you did not then you need to be sure you set the mappings correctly. 


      • DocMgt Field - The name of the field in DocMgt in which you want to store the information


      • QBO Field - The name of the field in QBO that corresponds to the DocMgt field. Here is a list of the field names QBO uses for check number and check date. You MUST use their names in this column!


CheckNumber - This is the number of the check used to pay the invoice

CheckDate - This is the date the check was written



This is normally used in a Follow Up action that is set to run every so often. The Follow Up action should have 2 actions inside of it. The first uses this QBO Check Lookup action to bring back the information. The second is a Complete Work Item action that has a rule on it to only execute if CheckNumber is not blank - !#. That way once a check number shows up from the QBO Check Lookup action the Follow Up action can complete the workflow to move it on and not keep checking.