When there is a new Customer
How to set up QuickBooks online on Rapidomize
To use QuickBooks online with Rapidomize, you must connect your QuickBooks account to Rapidomize. If you already have an account with QuickBooks, you can use it. If not, you need to create an account with QuickBooks.
Once you select QuickBooks app from the list of
ICApps, authorize Rapidomize to access your QuickBooks account.
Click “Authorize” to allow Rapidomize access your QuickBooks account.
Sign in to your QuickBooks account and provide permission to Rapidomize, to access your QuickBooks account. Full edit permission is required for create/update actions. You will only need “view only” permission for triggers and data retrievals.
- Once Rapidomize is connected to your QuickBooks account, you can proceed with your
Tip: Whenever you want to select data values from previous steps, click button in our workflow.
Create a new invoice