Create sales orders in Katana from new invoices in QuickBooks Online
When a new invoice is created in QuickBooks Online, this workflow promptly generates a sales order in Katana. This process eliminates manual data entry, improving efficiency and reducing the likelihood of errors. It provides a streamlined and reliable solution for managing financial tasks between QuickBooks Online and Katana.
When a new invoice is created in QuickBooks Online, this workflow promptly generates a sales order in Katana. This process eliminates manual data entry, improving efficiency and reducing the likelihood of errors. It provides a streamlined and reliable solution for managing financial tasks between QuickBooks Online and Katana.
- When this happens...New Invoice
Triggered when you add a new invoice (with line item support).
- automatically do this!Create Sales Order
Creates a new sales order.
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