QuickBooks Online + ServeManager
Add new ServeManager companies to QuickBooks Online as customers
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.
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.
- When this happens...New Company
Triggers when a new company is created.
- automatically do this!Create Customer
Triggered when you add a new customer.
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Invoice Issued
Triggers when an invoice is issued.
Try ItNew Attempt
Triggers when a new attempt is logged.
Try ItNew Job
Triggers when new job is created.
Try ItNumber
Plaintiff
Defendant
Court Date
Filed Date
New Affidavit
Triggers when a new affidavit document is created.
Try ItNew Company
Triggers when a new company is created.
Try ItCompany NameRequired
Contact First NameRequired
Contact Last Name
Contact Phone
Contact Email
Contact Primary
Type of UploadRequired
Document TitleRequired
URL of the FileRequired
Filename (advanced)
JobRequired
