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Feature Improvement: QuickBooks Integration Updates

We have released an update to our QuickBooks Online Integration that provides improvements and fixes. We have highlighted the key feature improvements below:

Person Search

When creating quotes, you can now pull in contacts from QuickBooks Online utilizing our Person Search feature.

Custom Fields Info

Custom Field information from Socket will now be pushed to QuickBooks Online. This includes both quote-level and item-level custom fields.

Revenue Accounts

We’ve updated the default revenue account dropdown with the most relevant accounts. This will not only streamline setting up QuickBooks but also make it more accurate.

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