Update Invoice2go clients automatically when QuickBooks Online customers are updated
Maintain consistency in customer data across your financial platforms with this streamlined workflow. When customer details are updated in QuickBooks Online, the changes are reflected in Invoice2go simultaneously. This reduces manual data entry and the potential for errors, saving valuable time. This seamless process ensures your customer database stays up-to-date across both platforms.
Maintain consistency in customer data across your financial platforms with this streamlined workflow. When customer details are updated in QuickBooks Online, the changes are reflected in Invoice2go simultaneously. This reduces manual data entry and the potential for errors, saving valuable time. This seamless process ensures your customer database stays up-to-date across both platforms.
- When this happens...Updated Customer
Triggered when an existing customer is updated.
- automatically do this!Create Client
Create a client in Invoice2go
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