Easily Sync Customers From QuickBooks Online Into Fulcrum

In order to streamline the Fulcrum onboarding process, we have added an option to sync QuickBooks Online customers to Fulcrum with just a click of a button!

New customers utilizing QBO can now bypass the Customer Import and instead choose to populate customers in Fulcrum by selecting the “Customer Sync” button, under the “Onboarding Tasks” section on the QBO Settings page.