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连接到 QuickBooks Online。 在“数据源”页面上的“表”下,选择“Sales And Expenses Line Items”(销售和费用行项目)表。 将“Sales and Expenses Line Items”(销售和费用行项目)表结构中列出的一个或多个表联接到“Sales And Expenses Line Items”(销售和费用行项目)表,以包括要创建的报表所需的数据。
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数据安全同样被强化，QuickBooksOnlineAdvanced允许用户严格控制敏感信息的访问权限，实现内部会计职责分离，仅限授权人员如工资管理员和簿记员访问，确保企业信息安全无忧。工作流功能则进一步智能化，用户可以设置到期提醒，如自动发送账单、发票并预设审批流程，确保交易流程的顺畅进行，同时增强与客户的沟通效率。...
Director International CX Management, Intuit QuickBooks “As we strive to be even more customer obsessed, we're committed to being data-driven, running experiments, and rapidly prototyping and learning. We're partnering with Qualtrics to really accelerate that journey for us.” ...