Create new FreshBooks Client from QuickBooks online Customer

Use this package if you need to automatically create FreshBooks clients from new QuickBooks Online customers.

Note: It does not convert existing QuickBooks Online customers to FreshBooks clients.

 

Requirements

To use this package, you need to:

  1. Select or create connections: QuickBooks connection for Source and FreshBooks connection for Target.
  2. Specify the schedule, on which the package will run automatically (See how)

 

Tips

  • If you need to create FreshBooks clients only for new QuickBooks Online customers, matching some condition, you can add filter conditions for the source clients. For this point to the import task and click Edit, then configure filters as described here.

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