Create notes in BenchmarkONE for new payments in QuickBooks Online
Streamline your financial record-keeping process by automatically updating client information in BenchmarkONE when a new payment is received in QuickBooks Online. This workflow ensures all client payment details are consistently documented, saving you time and reducing manual entry errors. Enhance your client management efficiency and focus on growing your business effortlessly with this seamless method.
Streamline your financial record-keeping process by automatically updating client information in BenchmarkONE when a new payment is received in QuickBooks Online. This workflow ensures all client payment details are consistently documented, saving you time and reducing manual entry errors. Enhance your client management efficiency and focus on growing your business effortlessly with this seamless method.
- When this happens...New Payment
Triggered when a payment is received (with line item support).
- automatically do this!Add Note
Adds a note to contact. If contact does not exist, this action creates contact and adds the note.
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