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Quickbooks Online

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Import Custom Fields from Quickbooks

Quickbooks has the option to create custom drop-downs and notes on sales orders. Would the dropdown and note to be sent from the CRM to populate these at order confirmation.
Guest 2 months ago in Quickbooks Online 0

Post delivery charge to QBO on order confirmation

Currently you can use the delivery tab in the CRM to set up a delivery charge on quotes. However we don't use/post this when confirming to QBO.
Guest 6 months ago in Quickbooks Online 0