using QB integration with Flex 5 of some sorts - need advice

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Robert Warren

• July 01, 2021 15:01

My company is wanting to use flex more in the invoicing phase and NOT re creating the estimates/quotes in Quick Books along with Flex.  So does anyone who uses Flex with QB have a few minutes to talk?   I would love to know more about how this works with Flex 5 and some basic work flow and a way I can explain this to my company before we do it.  

 

thx,

Rob 

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  Aaron Horn

  • July 01, 2021 20:36

  Hey Robert,

  I'm an independent consultant endorsed by Flex.  I'd be happy to answer some basic questions about the integration and workflow.  If you want to send me a direct email, then we can work out availability for a call or Zoom meeting.  My contact info is below.  Thanks Robert.

  Aaron Horn
  Consultant (endorsed by Flex)
  aaronjhorn@gmail.com
  615.335.1225

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  Robert Warren

  • July 06, 2021 18:09

  Hey Aaron, sent you an email to discuss..thx. 

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  Olivia St. James

  • July 18, 2022 22:17

  This would be a great topic to have general information on. Anything we can find is for Flex4 and does not appear in Flex5 as far as we can tell.

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