Company/Contact Sync
in progress
M
Matthew Zaroff
Sync Company & Billing Contact from ConnectWise PSA (PSA) to QuickBooks Online (QBO). Any of the following changes made in PSA will be synced to QBO, if the company exists in QBO.
Company
- Company Name
- Company Account ID
- Billing Site Address
- Billing Terms
- Tax Exempt Status
Contact
- Billing Contact First Name
- Billing Contact Last Name
- Billing Contact Email
M
Matthew Zaroff
in progress