Update Customer in QuickBooks with Jotform Workflows
Once your workflow reaches a trigger point you selected before, automatically update customer information in QuickBooks. Keep your record up to date all the time.
New Information Results in an Updated Customer
In order to keep your customer data up to date, connect your workflow with QuickBooks. The pre-decided trigger will then update the matched fields in your QuickBooks database.
When this happens...
Workflow Trigger
A workflow trigger point is matched
Do this!
Update Customer
Update customer in QuickBooks