QuickBooks Online Integrations

Connect QuickBooks Online with your favourite apps

QuickBooks is a leading invoicing and payments software. Create and send invoices, track payments and automate bookkeeping.

Things You Can Do With QuickBooks Online

Triggers

  • New Expense

    Triggers when a new Expense is created
  • New Bill

    Triggers when a new Bill is created in Expenses
  • New Customer

    Triggers when a customer is created
  • New Journal Entry

    Triggers when a new Journal Entry is created
  • New Payment

    Triggers when a payment is received
  • New Purchase Order

    Triggers when a new Purchase Order is created
  • New Invoice Line Item

    Triggers when there is a new Invoice, for each line item. If there is an invoice with 5 line items, the Bot will run 5 times, each time with details of one line item.
  • New Sales Receipt

    Triggers when you add a new Sales Receipt
  • New Account

    Triggers when you add a new Account
  • Invoice Updated

    Triggers when an existing Invoice gets Updated
  • New Invoice

    Triggers when you add a new Invoice
  • New Estimate

    Triggers when a Estimate is added
  • Modified Customer

    Triggers when a customer data is modified
  • Bill Due

    Triggers when a Bill is nearing/past Due date by a specified number of days.
  • Invoice Due

    Triggers when an Invoice is nearing/past Due date by a specified number of days.
  • New Vendor

    Triggers when a Vendor is added

Actions

  • Add or Update a Customer

    Creates a customer, updates existing one based on Display name
  • Add an Invoice

    Creates an invoice for a customer
  • Add a Payment

    Creates a Payment for a Customer
  • Add a Sales Receipt

    Creates a sales invoice for a customer
  • Add a Vendor

    Creates a new Vendor
  • Add a Purchase Order

    Add a Purchase Order
  • Add an Expense (account based)

    Add an expense (account line support)
  • Add a Credit Note

    Add a Credit Note
  • Add a Product or Service

    Creates a new Product/Service
  • Add a Journal Entry

    Add a Journal Entry
  • Add Line Item To Invoice

    add a new line item to an existing invoice
  • Add Note

    Add Note to a Resource
  • Add a Bill

    Add a bill to a vendor
  • Add a Cheque

    Add a Cheque
  • Add a Refund Receipt

    Adds a Refund Receipt
  • Add an Estimate

    Add an Estimate
  • Add Time Activity

    Add Time Activity
  • Add an Expense (item based)

    Add an expense
  • Search a Customer

    Searches for a Customer based on Name or Email
  • Update Bill

    Updates an existing Bill
  • Search a Product or Service

    Searches for products/service based on name. Use this to dynamically add line items to Invoice/Bill/Expense.
  • Search Vendors

    Searches for a Vendor based on Name, Email or Id
  • Send Invoice

    Send an invoice to a specified email
  • Send a Sales Receipt

    Send a Sales Receipt to a specified email
  • Update an Invoice

    Updates an existing Invoice using Invoice ID
  • Search Invoice

    Searches for a Invoice based on Invoice Number

Create QuickBooks Online Workflows

Salesforce
Microsoft Dynamics
LivePerson

CRM

QuickBooks Online Workflow
Gmail
Office 365
Zoho Mail

Email

Run workflows spanning across your CRM, QuickBooks Online and Email apps. Trigger workflows automatically when things happen in any of the apps.

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