Use this package if you need to import FreshBooks clients to QuickBooks Online as customers.
If there is no customer with such first and last name in QuickBooks, a new customer will be created for a client. If a customer with such first and last name already exists, it will be updated with data from FreshBooks.
To use this package, you need to:
- Select or create connections: FreshBooks connection for Source and QuickBooks connection for Target.
- If you want to repeatedly update the QuickBooks customers with data from FreshBooks clients, you can set up a schedule for the package, on which it will run automatically.
- If you need to load only FreshBooks clients, 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.