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Create new TMetric Client from QuickBooks Online Customer

This integration selects new QuickBooks Online customers and imports them to TMetric as clients.

Note: It does not import pre-existing QuickBooks Online customers to TMetric clients.

How to Set Up

  1. Select or create connections: QuickBooks Online connection for Source and TMetric connection for Target.
  2. Specify the schedule on which the integration will run automatically.

Tips

  • To create TMetric clients from specific new QuickBooks Online customers, configure filters in the task editor.