How to Set QuickBooks Sync Schedulers

Step 1:

Go to Settings> Automated Events

 

Step 2:

Select “QuickBooks Sync Done” > Add Actions

Step 3:

Set an Action name then you can add a Task, Activity log or Process

Step 4:

You can choose how you want to receive the alert in ‘Apply a Process‘ and can customise the text it in the subject and email body.

Step 5:

To add Mail Merge Fields just right click in the email body. Enter a success popup message below.

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