News & Updates
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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!

SmartList filtering ha been updated with new options. You’ll notice the addition of commonly requested operators for date filters - today, tomorrow, yesterday, this week, this quarter, etc. You’ll also notice more consistency with text filters so that you’ll have access to the same set of options across all text string - is, is not, contains, does not contain, in any of, in none of, is empty, etc.


