QuickBooks Online + Service Fusion

Create new vendors in QuickBooks Online when new customers are added to Service Fusion

When a new customer enters the Service Fusion system, this workflow swiftly creates a matching vendor profile in QuickBooks Online. This efficient process ensures all customer details from Service Fusion are accurately added to QuickBooks Online in real time, saving your team valuable time and eliminating data entry errors. Enhance your bookkeeping efficiency by seamlessly linking your customer service and accounting platforms.

When a new customer enters the Service Fusion system, this workflow swiftly creates a matching vendor profile in QuickBooks Online. This efficient process ensures all customer details from Service Fusion are accurately added to QuickBooks Online in real time, saving your team valuable time and eliminating data entry errors. Enhance your bookkeeping efficiency by seamlessly linking your customer service and accounting platforms.

  1. When this happens...
    Service FusionService Fusion
    New Customer

    Triggers when a new Service Fusion customer is created.

    TriggerPolling
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Vendor

    Triggers when a new vendor is added.

    ActionWrite
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Supported triggers and actions

    • Customer NameRequired

    • Account Number

    • Private Notes

    • Public Notes

    • Payment Terms

    • Discount

    • Discount Type

    • Credit Rating

    • Labor Charge Type

    • Labor Charge Default Rate

    • Qbo Sync Token

    • Qbo Currency

    • Last Serviced Date

    • Is Bill For Drive Time

    • Is Vip

    • Is Taxable

    • Parent Customer

    • Referral Source

    • Agent

    • Assigned Contract

    • Payment Type

    • Tax Item Name

    • Industry

    • Prefix

    • First Name

    • Last Name

    • Suffix

    • Type

    • Job Title

    • Department

    • Dob

    • Anniversary

    • Is Primary

    • Email

    • Email Class

    • Email Types Accepted

    • Phone

    • Phone Type

    • Phone Extension

    • Street 1

    • Street 2

    • City

    • State Prov

    • Postal Code

    • Country

    • Nickname

    • Gate Instructions

    • Latitude

    • Longitude

    • Location Type

    • Is Primary

    • Is Gated

    • Is Bill To

    • Customer Contact

    • Custom Fields

    Action
    Write
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About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

Related categories

  • Accounting

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service-fusion logo

About Service Fusion

Service Fusion is a field service management software for service contractors. With this application, you create new customers, retrieve job and estimate history, technician information and much more.

Related categories

  • eCommerce