Receive new client details from email, create customer, and add service in QuickBooks Online
Receive new client details from email, create customer, and add service in QuickBooks Online
Capture new client details from incoming emails, format the data, and create a customer and their service rate in QuickBooks Online. Enjoy faster onboarding and accurate accounting with every new client.
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Overview
Capture new client details from incoming emails, format the data, and create a customer and their service rate in QuickBooks Online. Enjoy faster onboarding and accurate accounting with every new client.