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!
One of the most powerful assets that any organization can have in its marketing toolkit is a collection of testimonials from happy fans. We're excited to announce that you can now collect video testimonials via JourneyCARE and embed them seamlessly into any website. Each testimonial can be up to 2 1/2 minutes of video. Look for this feature in the "Reviews" section of your account. If you don't see reviews, drop us a line at the Help Desk and we'll activate that for you. Once activated, you'll be able to create special links to send to your audience allowing them to easily record their video and instantly submit to you. Once you have a few selected, you can customize a display widget to showcase those on any website page.
This is one of those teeny tiny adjustments that might seem like no big deal, but if you've ever had a form where you couldn't get the spacing to look exactly like you want it to look, you'll appreciate this update. While you could previously do some extra custom styling with CSS code, you'll now notice that there's a super easy slider and margin parameters that can be set for the outside spacing on your Forms, Surveys, and Quizzes. Try it out and let us know what you think!
