Update a ClicData dashboard when invoices are added to QuickBooks Online
When this happensStep 1: New Invoice
Then do thisStep 2: Append Data
To ensure your financial reporting is up-to-date, you will want your ClicData dashboard to reflect all new QuickBooks invoices. Once set up, this integration will reload your ClicData table whenever a QuickBooks Online invoice is created.
Note: This integration will use a data refresh each time it is triggered, please be aware of your allocated monthly refresh allowance.
How this QuickBooks Online-ClicData integration works
- A QuickBooks Online invoice is created
- Zapier reloads the relevant table in your ClicData account
- QuickBooks Online