Create QuickBooks estimates in FreshBooks
Periodically retrieve new estimates from QuickBooks and replicate them in FreshBooks. Schedule this scenario to run daily shortly after midnight. Alternatively, you can change the frequency but you also need to change the time filters in the first QuickBooks module. The scenario assumes the customer from the QuickBooks estimate exists in the Customer list in QuickBooks.
Periodically retrieve new estimates from QuickBooks and replicate them in FreshBooks. Schedule this scenario to run daily shortly after midnight. Alternatively, you can change the frequency but you also need to change the time filters in the first QuickBooks module.
The scenario assumes the customer from the QuickBooks estimate exists in the Customer list in QuickBooks.
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How to import this workflow into Make
- 1Purchase or download the workflow to get the Make blueprint JSON file.
- 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
- 3Reconnect each module to your own app connections when prompted.
- 4Run the scenario once to verify it, then set your schedule and turn it on.
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