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Import invoices from Quickbooks
January 17, 2025
Organizations often ask about if financial transactions performed in JourneyCARE can by synced over to Quickbooks and the answer is YES!
But what if you want to go the OTHER way and have invoices that are created in Quickbooks automatically imported into JourneyCARE? Now, you can do that, too!
It's as easy as setting a toggle on your Quickbooks integration.
Next, the dev team is working on allowing you to import existing invoices by CSV which is a frequent request by organizations that are migrating over from other AMS platforms. So keep an eye out for that enhancement in future updates!
If your organization uses Notion, ClickUp, or AirTable for project management or other purposes, you'll likely be excited to know that JourneyCARE now connects instantly to all three. This means you can seamlessly pass information back and forth between these software platforms without using third party middleware like Zapier. We'd love to hear how you use this new capability. Drop a line and let us know!
The next time you're exploring the Member App, you'll notice a few changes including a smoother login flow, new bottom navigation, user experience enhancements, and a simplified group switcher. Check it out and let us know what you think!
