Overview
Learn how to configure your workflows to sync with QuickBooks for both customers & vendors. The status that you check off is a trigger that will send the contact to Quickbooks. Most businesses don't have their first status such as "lead" checked off because they do not yet know if that will be a paying customer.
Quickbooks Workflows:
- Settings
- Contact or Job Workflows
- Hover over the ellipse ••• icon
- Edit
- Hover over the ellipse ••• icon again on chosen status
- Edit
- Check off "Send to Quickbooks"
- Save Status
