Create new QuickBooks Online customers from new clients in ServiceM8
Ensure a smooth transition of your client data from ServiceM8 to QuickBooks Online with this efficient workflow. The moment you get a New Client in ServiceM8, their details are saved as a Customer in QuickBooks Online, helping you save time and avoid manual data entry errors. Keep your customer list updated and maintain seamless financial records across platforms.
Ensure a smooth transition of your client data from ServiceM8 to QuickBooks Online with this efficient workflow. The moment you get a New Client in ServiceM8, their details are saved as a Customer in QuickBooks Online, helping you save time and avoid manual data entry errors. Keep your customer list updated and maintain seamless financial records across platforms.
- When this happens...New Client
Triggers when a new Client is created.
- automatically do this!Create Customer
Triggered when you add a new customer.
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Job Category
Try ItNew Client
Triggers when a new Client is created.
Try ItJob Category
Try ItCustomer Name
Job StatusRequired
Job Address
Billing Address
Job Description
Purchase Order Number
Work Completed
Job Contact First Name
Job Contact Last Name
Job Contact Phone
Job Contact Mobile
Job Contact E-Mail Address
Billing Contact First Name
Billing Contact Last Name
Billing Contact Phone
Billing Contact Mobile
Billing Contact E-Mail