AccuLynx + QuickBooks Online
Create customers in QuickBooks Online from new jobs listed by milestone in AccuLynx
Experience seamless management of your business tasks with this smart workflow. When AccuLynx updates a list of jobs by milestone, it instantly creates a related customer in QuickBooks Online. This process not only simplifies data transfer, but also reduces errors and speeds up administrative tasks. Manage your operations efficiently between AccuLynx and QuickBooks Online for effective business coordination.
Experience seamless management of your business tasks with this smart workflow. When AccuLynx updates a list of jobs by milestone, it instantly creates a related customer in QuickBooks Online. This process not only simplifies data transfer, but also reduces errors and speeds up administrative tasks. Manage your operations efficiently between AccuLynx and QuickBooks Online for effective business coordination.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Create Customer
Triggered when you add a new customer.
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Standard Milestones
Try ItNew Account
Triggered when you add a new account.
Try ItNew Customer
Triggered when you add a new customer.
Try ItNew Expense
Triggers when a new expense is added.
Try It
First nameRequired
Last name
Company name
Phone Number 1
Phone Extension 1
Phone Type 1
Phone Number 2
Phone Extension 2
Phone Type 2
Phone Number 3
Phone Extention 3
Phone Type 3
Email Address
Cross Reference
Job Category
Work Type
Street
Street 2
City
State
Zip Code
Country
Priority
Notes
Sales Person
Initial Appointment
Trade Types
New Bill
Triggers when a new bill is added.
Try ItNew Estimate
Triggered when you add a new estimate.
Try ItNew Invoice
Triggered when you add a new invoice.
Try It
