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Create integrations between QuickBooks and ShareFile
Add Note in Sharefile when New Invoice in QuickBooks
Add URL in Sharefile when New Invoice in QuickBooks
Create Client User in Sharefile when New Invoice in QuickBooks
Create Folder in ShareFile when New Invoice in QuickBooks
Add Note in Sharefile when New Customer in QuickBooks
Add URL in Sharefile when New Customer in QuickBooks
Create Client User in Sharefile when New Customer in QuickBooks
Create Folder in ShareFile when New Customer in QuickBooks
Create Payment in QuickBooks when New File in ShareFile
Create Department in QuickBooks when New File in ShareFile
Actions and Triggers
When this happensTriggers
New Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is added.
New Bill
Triggers when a new bill is created.
New File
Triggers when a new file is uploaded to a specified folder.
New Client
Triggers when a new client is created.
Do thisActions
Create Payment
Records a new payment transaction.
Create Department
Creates a new department
Create Invoice
Creates a new invoice.
Create Account
Creates a new account.
Add Note
Adds a note in the chosen folder.
Add URL
Adds a URL in the chosen folder.
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Frequently Asked Questions
About QuickBooks
QuickBooks is a comprehensive accounting software designed to manage sales, expenses, and keep track of daily business transactions. It offers features like invoicing, payroll, and financial reporting to help businesses streamline their financial operations.
Learn MoreAbout ShareFile
ShareFile is a secure file sharing and storage solution designed for businesses to easily send, receive, and store large files. It offers robust security features, customizable workflows, and seamless integration with other business tools to enhance productivity and collaboration.
Learn More
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