Creating Quickbooks Projects from MeasureSquare CRM

Creating Quickbooks Projects from MeasureSquare CRM

In this article we will show you how to configure your settings and set-up your pipeline to automate Quickbooks Projects Creation

Step 1: Configure Set-up. Navigate to Settings, Integrations, and then Manage QuickBooks Online


Step 2: Using your Custom Pipeline, select the Stage you would like MeasureSquare CRM to Create the Project inside QuickBooks Online



Step 3: Create project and update stage as your project progresses



Step 4: When your project reaches the stage set in step 2, it will automatically be created inside QuickBooks Online. 



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