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Update a ClicData dashboard when invoices are added to QuickBooks Online

  1. When this happensStep 1: New Invoice

  2. 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

  1. A QuickBooks Online invoice is created
  2. Zapier reloads the relevant table in your ClicData account

Apps involved

  • QuickBooks Online
  • ClicData

Connect ClicData + QuickBooks Online in Minutes

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