The Quickbooks integration allows you to sync contacts and queue a review request if an invoice is created.
Step 1: Integrating Quickbooks
Step 2: Using Quickbooks
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The QuickBooks integration includes an automated feature that triggers a Review Request as soon as a contact’s initial invoice is fully paid (balance reaches $0). This operates separately from any manual actions or workflow-based Review Requests. You have the option to keep this automation enabled or turn it off as needed. What is the Quickbooks […]
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