Forum Discussion

Qrew Member

3 years ago

Pipeline to create a new Project in Quickbooks

I am not seeing much online on how to create a New Project with an existing Customer using a pipeline. We already have it set to create a new customer in Quickbooks when a new record is created in ...

Pipelines

EvanMartinez

Quickbase Staff

3 years ago

Hi Jennifer,

I don't use Quickbooks and Pipelines together myself but in our help doc we do have a section on How to use QuickBooks Online Projects in a pipeline. It goes through the steps to turn on Projects for that feature, does that help with what you are looking for?

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Evan Martinez
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