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November 21, 2023
Question

Is there a field in QBO that will link to Stampli? Stampli was a 'Related Customer' field but no idea how to get that to link to a custom field I set up in QBO.

  • November 21, 2023
  • 1 reply
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1 reply

MariaSoledadG
November 21, 2023

Let's get Stampli link to QuickBooks, Drupnick.

 

In QuickBooks Online (QBO), you'll have to go to the App Center to search for the Stampli if you want to link QuickBooks. I've added a screenshot to show you how:

 

 

Once done, ensure to reach out to Stampli Support Team so they can assist and guide you on how to get to the custom field link QuickBooks. They are more familiar on how to link their application and use them in QBO.

 

Furthermore, to get you familiarize when you first sign up into your account which include the dashboard, invoicing, setting up your company and managing users, check out this article for more details: Get Started And Adjust Settings After You Sign Up For QuickBooks Online.

 

Please get back to us if you have any other concerns when linking QuickBooks to Stampli. We're here to make sure we get you covered.