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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!
A new feature in workflows has folled out which allows filtering based on whether someone agreed to the Terms and Conditions (T&C) element in a Form, Survey, or Quiz. This enhancement helps streamline user targeting and ensures workflow steps are aligned with compliance requirements. To use the feature, simply create a trigger like you normally would for a Form, Survey, or Quiz and then add the filter layer.
In Portal settings, you'll now find FOURTEEN additional notification emails you can customize for Communities. Be sure to pop over to Portal -> Settings -> Emails to take a look at the list and revise your preferences. Group Membership Status Email New Member Request Declined/Removed by Admin Added to Private Channel General Group Emails New Comment Reply Content Reported Role Changes Group Ownership Changed Subscription/Payment Status Email Additionally, Post and Comment tagging emails now contain a preview of the comment/post.
