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Create an Automation to Export Invoices to QuickBooks
Create an Automation to Export Invoices to QuickBooks

Invoices can be automatically exported to QuickBooks by Zigaflow

Updated over 11 months ago

1. Click here.

2. Click "Automations"

3. Click "Invoice"

4. Click "New Automation"

5. Enter an appropriate name

6. Set the "Delay Status" to "Status Changed"

7. Click the "Is Active:" field.

8. Click "Save"

9. Set the status to trigger the automation, for example "Sent"

10. Click the tick to save

11. Click "Select New Action..."

12. Click "Export To QuickBooks"

13. Click here.

14. Click "Γ—" to close the panel

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