Tag: quickbooks online

Deeper QuickBooks Online Integration and Tags in Automation

If you are using our QuickBooks Online integration and use classes in your Quickbooks account you will be happy to hear now you can use Quickbooks item or invoice classes in your Feedb  automations as a condition. So now you can apply actions only to triggers that have or don’t have a specific class, like …

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QuickBooks Online Feedback and Repeat Business Automations

We have just released new automatons available to QuickBooks Online users that besides automating the feedback request process after an invoice is created or paid, can also automate the sending of email messages and offers when certain criteria is met.

Option to Delay Automated Feedback Requests with the QuickBooks Online Integration

Thanks to the feedback of some of our QuickBooks online users that created an invoice or marked it as paid before the actual product/service was delivered we have added the option to delay the automated feedback request.