Track new projects in CompanyCam by creating customers in QuickBooks Online
When a new project is initiated in CompanyCam, this workflow follows through by creating a new customer in QuickBooks Online. This seamless process streamlines your project management by efficiently tracking new projects and updating your customer database. Well-suited for businesses using both applications, it provides a smooth and error-free exchange of essential project and customer details.
When a new project is initiated in CompanyCam, this workflow follows through by creating a new customer in QuickBooks Online. This seamless process streamlines your project management by efficiently tracking new projects and updating your customer database. Well-suited for businesses using both applications, it provides a smooth and error-free exchange of essential project and customer details.
- When this happens...New Project
Triggers when you add a new project.
- automatically do this!Create Customer
Triggers when you add a new customer.
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