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Create Rotessa customers from new QuickBooks Online customers

  1. When this happensStep 1: New Customer

  2. Then do thisStep 2: Create Customer

This integration creates a new customer in Rotessa when a new customer is added to QuickBooks Online including matching name, email, address, and display name for reference in Rotessa. The QuickBooks Online display name is mapped to the custom identifier in Rotessa for ease of future integration.

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Connect QuickBooks Online + Rotessa in Minutes

It's easy to connect QuickBooks Online + Rotessa and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Account

Triggered when you add a new account.

New Bill

Triggers when a new bill is added.

New Customer

Triggered when you add a new customer.

New Estimate

Triggered when you add a new estimate.

New Expense

Triggers when a new expense is added.

New Invoice

Triggered when you add a new invoice.

New Invoice

Triggered when you add a new invoice (with line item support).

New Sales Receipt

Triggered when a new sales receipt is added (with line item support).

New Payment

Triggered when a payment is received (with line item support).

New Purchase Order

Triggers when a new purchase order is added.

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