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July 19, 2023
Question

How to sync customers/Donors to 3rd party payment system?

  • July 19, 2023
  • 0 replies
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The organization uses a 3rd party payment system to pay bills.  That system syncs into QBO. Meaning each bill syncs back into QBO. We would like to sync our customers' names/donors to the 3rd party systems much like how the account numbers are auto-synced to the 3rd party systems.  Has anyone every did this?