Add new ServeManager companies to QuickBooks Online as customers
When this happensStep 1: New Company
Then do thisStep 2: Create Customer
Using multiple apps to track your invoicing and accounting doesn't have to result in time-wasting double entry. Set up this integration, and we'll streamline the process for you. It will fire off automatically whenever you create a new company in ServeManager, creating a matching customer on QuickBooks Online so you're always prepared when the time comes to file your paperwork.
How this ServeManager-QuickBooks Online integration works
- A new company is created in ServeManager
- Zapier creates a new customer in QuickBooks online
- QuickBooks Online