To ensure a customer is created in QuickBooks Online (QBO) during invoicing from PortPro, follow these steps:
Connect QuickBooks Online
In PortPro, go to Settings > My Apps > Finance and ensure QuickBooks Online is connected.Add or Update Customer Profile
Navigate to Customer Profiles and either create a new profile or update an existing one.
Make sure the QuickBooks Email field is filled in.Trigger Customer Creation in QBO
When an invoice is sent to QBO for a customer not yet in QuickBooks, PortPro will automatically create the customer profile in QBO using the provided details.
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