What is Quickbooks?
QuickBooks is an accounting software that has all you need to keep your books accurate and up to date, automatically. Features include invoicing, cashflow, expense tracking and more.
Learn about Quickbooks here.
What this zap does:
By using this zap, when a new placement is made in Vincere, a Bill will be created in Quickbooks.
This is perfect if you want to create Bills in Quickbooks whenever a new placement is made in Vincere.
How it works:
New Placement is added on Vincere
Create Bill in Quickbooks
What you need:
1/ Set up the trigger
Trigger to use: New Placement is added on Vincere
2/ Select your Vincere Account:
3/ Set up the Action
Action to use: Create Bill (Item Based)
4/ Select your Quickbooks account
5/ Now map the data that you want to pull from Vincere and push to Quickbooks
6/ Test & Continue
Finally, turn the zap on! Your zap is ready for action.