QuickBooks (QBO) - Use contact tags as rule criteria | Voters

QuickBooks (QBO) - Use contact tags as rule criteria

Dee Hedden

Would like to create custom rules for QBO sync based on contact tags.

Created by Erin G

March 6, 2026

Steven Fleming

I was just thinking about this for sending my board member donations to a specific account. Right now I set up a notification workflow that sends a task notification for us to update the account if a contact with our board member tag makes a donation.