Create new invoice in Salesforce from QuickBooks Online, find existing record, and loop through line items
Create new invoice in Salesforce from QuickBooks Online, find existing record, and loop through line items
Create new invoice records in Salesforce whenever you generate invoices in QuickBooks Online. This ensures customer and transaction details are synchronized, leading to clearer reporting and faster financial processes.
Zap details:
Overview
Create new invoice records in Salesforce whenever you generate invoices in QuickBooks Online. This ensures customer and transaction details are synchronized, leading to clearer reporting and faster financial processes.