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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!
You can now save both existing and newly created QR codes directly to Apple Wallet or Google Wallet for quick access during in-person interactions. Each wallet pass includes helpful details about the QR code’s type, destination, and associated location, making it easier to identify the right code without searching through your photo gallery. Passes are designed for each wallet, so their appearance differs between the two. For example, a Profile Image is supported on Apple Wallet but not on Google Wallet. Agency branding currently appears in the pass header by default and can’t be turned off yet, though an option to make it optional is planned for a future update.
You can now add a unique Message ID to webhook payloads for email opens and clicks, making it easier to connect engagement activity to the exact email that generated it. In a workflow that starts with the Email Events trigger, open the Send Webhook action and select Message ID from the custom value picker when you build the payload. The ID stays the same for repeat opens or clicks on the same message, while different emails receive different IDs. Email Opened still fires on every open, but the ID gives your external system a reliable way to dedupe repeat activity. This helps you build more accurate external reports and identify engagement with specific campaigns.
