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2 comments
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4 years ago
Bradley
Hi Paul, question about your Zapier step. If the contact already existed in Xero/Quickbooks would any of the steps need to change ?
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4 years ago
Administrator
paulminors
Yes, you may need a 'Find Contact' step in Quickbooks or Xero so that Zapier can find the existing contact first and then assign the invoice to that contact.