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How to set up a new Quickbooks Invoicing flow
How to set up a new Quickbooks Invoicing flow
Steph Rooney avatar
Written by Steph Rooney
Updated over a week ago

Steps:

  1. In the Connections tab, ensure you have connections with both Dashpivot & QuickBooks

  2. Select the Flows tab at the top & click Create Flow under QuickBooks

  3. Select 'Populate QuickBooks Invoices with data from Dashpivot'

  4. Configure the flow by adding a name, linking it to a template and mapping the relevant fields to the appropriate options from QuickBooks.

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