Create new QuickBooks Online customers from new scheduled jobs in Housecall Pro
Manage your scheduling and accounting smoothly with this efficient workflow. When a new job is scheduled in the Housecall Pro app, it will prompt the creation of a new customer in QuickBooks Online. This saves manual data entry time and ensures all job-related customer information is instantly available in your accounting system. This useful tool solves the problem of disconnected job scheduling and bookkeeping processes.
Manage your scheduling and accounting smoothly with this efficient workflow. When a new job is scheduled in the Housecall Pro app, it will prompt the creation of a new customer in QuickBooks Online. This saves manual data entry time and ensures all job-related customer information is instantly available in your accounting system. This useful tool solves the problem of disconnected job scheduling and bookkeeping processes.
- When this happens...New Scheduled Job
Triggers when a job is scheduled.
- automatically do this!Create Customer
Triggered when you add a new customer.
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