Katana Customer Ref # sync to QBO Invoice
Make.com4 modulesv1.0quickbookskatana-mrp
Use this template to watch for Invoice creation in QBO then check Katana to see if there is information like Customer Reference Number to send to the Invoice.
About this workflow
Use this template to watch for Invoice creation in QBO then check Katana to see if there is information like Customer Reference Number to send to the Invoice.
How to import this Make.com workflow
- 1
Download the blueprint JSON file after purchase.
- 2
Open Make.com → go to Scenarios → click Import Blueprint.
- 3
Select the downloaded JSON file and confirm.
- 4
Connect your app credentials in each module.
- 5
Run once manually to test, then activate the schedule.
Setup guide
Setup guide included
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