If you create QuickBooks estimates for your customers, then you know you'll need to create jobs in ClickTime so your employees can start recording time against it. Automate that process and create QuickBooks estimates as jobs in ClickTime.
Note: You might refer to jobs by a different name in ClickTime, such as projects or milestones - just be sure you're setting this up for what ClickTime calls jobs by default.
How It Works
- A new estimate is created in QuickBooks
- Zapier adds that as a new job in ClickTime
What You Need
- QuickBooks account
- ClickTime account
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Triggered when a payment is received (with line item support).
Creates a new client.
Triggered when a new vendor is added.
Update an existing user.
Triggered when you add a new estimate.
Creates a new Time Off entry.
Triggered when you add a new customer.
Creates a new task.
Triggered when you add a new account.
Updates an existing client.