Periodically retrieve new estimates from QuickBooks and replicate them in FreshBooks. Schedule this scenario to run daily shortly after midnight. Alternatively, you can change the frequency but you also need to change the time filters in the first QuickBooks module. The scenario assumes the customer from the QuickBooks estimate exists in the Customer list in QuickBooks.
Periodically retrieve new estimates from QuickBooks and replicate them in FreshBooks. Schedule this scenario to run daily shortly after midnight. Alternatively, you can change the frequency but you also need to change the time filters in the first QuickBooks module.
The scenario assumes the customer from the QuickBooks estimate exists in the Customer list in QuickBooks.
Download the blueprint JSON file after purchase.
Open Make.com → go to Scenarios → click Import Blueprint.
Select the downloaded JSON file and confirm.
Connect your app credentials in each module.
Run once manually to test, then activate the schedule.
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