Importing Customers into CaseFox

Modified on Sat, 27 Aug 2016 at 11:39 AM

Your customer list in Quickbooks Online can be imported into CaseFox in one click.

1. Settings/Tools/Reports -> Import Clients/Contacts
2. Click on "Connect to QB" button (if visible, if already connected, the button will not be visible).
3. Click on Import Clients button

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article