We will contact you within 10 minutes. An email with the signature "Line UP" will be sent to your email address. I have been developing websites and applications since I started as a project manager. Over time, I assembled a team of programmers and together with my brother we founded the agency. Sincerely yours! I love and deeply understand digital marketing.
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We create the document "Standard agreement with clients" where we fill all necessary obligatory fields. Kind of price , you need to select exactly the kind that we created in the previous step, in my case, this is BASE. Available to external users- we must set the activity of this checkbox so that the data can be synchronized with the "Bitrix24" portal. We pass to the menu Marketing-Directory "Kind of nomenclature" -we create a kind of nomenclature. In the window that opens, you need to specify a name, and also "disable" the "Use characteristics" checkbox activity , if it is installed. In the Administration-Data Synchronization menu, create a new site for sharing with sites. Go to the tab - Exchange orders. Basic settings, it is necessary to fill in all required fields, additional details of documents, a way of identifying counterparties, etc. Click on the "magnifying glass" button and select the appropriate values. On the "Exchange orders" tab, you must fill in all the required fields.
Полезные статьи о работе и бизнесе
If company and contact details or invoices are modified in QuickBooks, the app will automatically implement changes in Bitrix All changes in Bitrix24 company and contact details will be automatically synchronized with QuickBooks. Select a company, contact or deal from the list in Bitrix24 CRM, click on «Create invoice in QuickBooks» widget, select a product or service in the opened window and switch to creating a new invoice in QuickBooks interface. After the invoice is saved in the additional field of Bitrix24 company, contact or deal, a link to the invoice will appear in QuickBooks.
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