Create QuickBooks estimates in FreshBooks
Create QuickBooks estimates in FreshBooks
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Periodically retrieve new estimates from QuickBooks and replicate them in FreshBooks. Schedule this scenario to run daily shortly after midnight. Alternatively, you can change the frequency but you also need to change the time filters in the first QuickBooks module.
The scenario assumes the customer from the QuickBooks estimate exists in the Customer list in QuickBooks.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Creates a bill.
Creates a client.
Creates a credit card payment.
Creates a credit memo.
Creates a customer.
Creates a deposit.
Creates a journal entry.
Creates a payment.
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