basenine 2/13/2023 4:39:42 PM
It looks like you need to add each [Id] (the customer id and project id) to the workflow action.
If the document table is related to both these tables, you’ll find the id of each is the reference column (they may be called [Customer] and [Project])
In the action, get these values and add them to the Documents record.
Hope this helps you out
With regard to Quickbooks…I’ve not done that but have connected Xero multiple times. I believe there are people who have connected Quickbooks so I know it’s possible 👍