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.

Popular QuickBooks Online Integrations

stripe quickbooks

Sync new Stripe payments to QuickBooks as customers

Syncing your Stripe payments with QuickBooks is a smart way to save time on tedious bookkeeping. What is even more intelligent is automating it so that you can focus on what you do best: running your business. With this readymade Stripe to QuickBooks Online integration template, Automate.io can be your personal accountant. After every new payment in Stripe, Automate.io creates the customer on QuickBooks and records a payment against that customer. While creating the integration, you can even map detailed contact information for each customer such as Customer Name, Customer Email, Customer Billing and Shipping Addresses, Notes, etc. This saves you hours of precious time and eliminates any human error in the process. Just connect your Stripe and QuickBooks Online accounts to Automate.io, turn this integration on, and you are done.

How it works

  • Step 1:

    This Bot runs whenever you receive a payment on Stripe.

  • Step 2:

    It checks if a Customer is present in Quickbooks based on the Stripe payment email address.

  • Step 3:

    If none present, it creates a new Customer.

  • Step 4:

    Then Automate.io adds payment to QuickBooks against the customer.

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shopify quickbooks

Create Quickbooks invoices from new Shopify orders

Can't keep up with the heavy inflow of orders? Or too busy with fulfilling new orders and no time to keep up with bookkeeping? Automate bookkeeping by syncing Shopify and Quickbooks. It’s time to let go of manual work & focus on growing your business. With this Shopify and Quickbooks Online integration template, an automated invoice is generated for every new order in Shopify. This automation can help you get away with the human errors by syncing all your line item data from order to the invoice. Just connect your Shopify and QuickBooks Online accounts in Automate.io, turn this Bot on and you are done!

How it works

  • Step 1:

    This Bot runs whenever a new order is generated in Shopify.

  • Step 2:

    It syncs the order details with Quickbooks Online.

  • Step 3:

    An automated invoice is generated for that customer’s order.

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quickbooks hubspot

Create or update HubSpot Contacts on new payments in QuickBooks

If you run a business or work in sales, you’d know that it’s easier to retain existing customers than acquiring new ones. So, one great way to improve your business quickly is staying in touch with new customers to keep them coming back for more. You can collect those new customers as contacts on a CRM tool like HubSpot and maintain relationships with them. This readymade QuickBooks + HubSpot integration template can take care of that for you. It runs automatically every time a new payment is logged in QuickBooks and creates the relevant contact fields in HubSpot. You can even create custom contact properties in HubSpot and map relevant fields from QuickBooks like Payment Amount, Payment Date, Payment Terms, etc. Putting together all of these details gives you a great understanding of each customer that you can make use of later. Just connect your QuickBooks and HubSpot accounts in Automate.io, turn on this integration, and save hours of manual work.

How it works

  • Step 1:

    This Bot will trigger on every new payment in QuickBooks.

  • Step 2:

    It will then automatically update the payment details for contacts in HubSpot.

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woocommerce quickbooks

Create QuickBooks invoices from new WooCommerce orders

Receiving new orders on your WooCommerce store is always something to be excited about. But keeping up with a heavy inflow of orders and fulfilling them can leave you with little to no time for bookkeeping. This simple automation template between WooCommerce and QuickBooks can be your savior. The time is here to let go of manual work and focus on growing your business. With this WooCommerce and QuickBooks integration template, an invoice on your QuickBooks will be generated automatically for every new order in your WooCommerce store. This automation can help you get away with the human errors by syncing all your line item data from order to the invoice. Just connect your WooCommerce and QuickBooks accounts in Automate.io, turn this Bot on and you are done!

How it works

  • Step 1:

    This Bot runs whenever a new order is generated in WooCommerce.

  • Step 2:

    It syncs the order details with QuickBooks.

  • Step 3:

    An automated invoice will be generated for that customer’s order.

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woocommerce quickbooks

Sync WooCommerce Orders as Customers in QuickBooks

You’d be busy fulfilling orders and keeping up with the inflow of customers on your WooCommerce store. Post this, you need them on your QuickBooks account. But doing that manually will eat away your valuable time and effort. You can work quickly with this automation template between WooCommerce and QuickBooks. Say goodbye to manual work and start growing your business. With this WooCommerce and QuickBooks integration, a customer will be added to your QuickBooks for every new order in your WooCommerce store. Just connect your WooCommerce and QuickBooks accounts in Automate.io, turn this Bot on and you are done!

How it works

  • Step 1:

    This Bot runs whenever a new order is generated in WooCommerce.

  • Step 2:

    A customer will be added on QuickBooks for that order.

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quickbooks google-sheets

Sync Invoices From QuickBooks Online To Google Sheets

Are you spending a lot of time maintaining a database of all the invoices generated in QuickBooks Online? This QuickBooks - Google Sheets automation sync will help you maintain an updated database of all your invoices automatically. It’s time to let go of manual work & focus on growing your business. With this QuickBooks Online & Google Sheets Integration, a new row is added in Google Sheets automatically whenever an invoice is created in QuickBooks Online. Additionally, you can add data like All Line Item Amounts & All Line Item Prices to your database for getting insights from your sales. This integration template helps you sit back and let the automation do the work for you. Just connect your QuickBooks Online & Google Sheets in Automate.io, activate this Bot and you are done.

How it works

  • Step 1:

    This bot runs when there is a new invoice created in QuickBooks Online.

  • Step 2:

    The bot will automatically sync the data from QuickBooks Online onto new rows in Google Sheets.

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salesforce quickbooks

Add new Salesforce contacts to QuickBooks as customers

Are you manually moving your contacts from your CRM and adding them to your invoicing software? This readymade Salesforce & QuickBooks integration template can be a huge time saver for you. With this integration, a new customer will be created in QuickBooks for every new contact in Salesforce. You can map the data fields like email address, first name, last name, phone, etc. Just connect your Salesforce & QuickBooks accounts in Automate.io, activate this Bot and you are done.

How it works

  • Step 1:

    This Bot runs whenever a new contact is added in Salesforce

  • Step 2:

    It adds or updates a new customer in QuickBooks with the relevant data mapped

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quickbooks hubspot-crm

Create new Contacts in HubSpot CRM from QuickBooks Online

You run an online store & want to automate the process of selling to your existing customers efficiently? This integration will help you save and efficiently manage the data for every paying customer you get on QuickBooks Online. With this Quickbooks Online & HubSpot CRM Integration template, whenever a customer is added to your QuickBooks Online account, a contact is automatically created in HubSpotCRM. You can also map customer details like Mobile Number, Email address & Notes to make the contact data in HubSpot richer & more useful. Just connect your Quickbooks Online & HubSpot CRM accounts in Automate.io, activate this Bot and you are done.

How it works

  • Step 1:

    This Bot runs when a new customer is added in your QuickBooks Online account.

  • Step 2:

    Then it adds a Contact in Hubspot CRM with the relevant data mapped from QuickBooks Online.

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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

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