QuickBooks Desktop (via Conductor) integration

New or Updated Invoice

Fires when an invoice is created or updated (e.g. line items, balance, or payment status changed) in QuickBooks Desktop. One event per invoice change, not create-only.

New Payment

Fires once when a new customer payment is recorded (Accounts Receivable) in QuickBooks Desktop — a "Receive Payment" transaction, e.g. from the Record Payment action's Customer Payment mode. Create-only: editing an existing payment does not re-fire it. Vendor bill payments (Accounts Payable) do not fire this trigger.

Upsert Customer

Creates a customer in QuickBooks Desktop, or updates it if one with the same name already exists.

10 fields

Upsert Vendor

Creates a vendor in QuickBooks Desktop, or updates it if one with the same name already exists.

10 fields

Create Invoice

Creates an invoice for a customer in QuickBooks Desktop.

6 fields

Create Bill

Creates a vendor bill (accounts payable) in QuickBooks Desktop, expensed against one or more accounts.

6 fields

Record Payment

Records a customer payment against open invoices, or a vendor bill payment by check or credit card, in QuickBooks Desktop.

12 fields

Query Transactions

Searches across all transaction types in QuickBooks Desktop (invoices, bills, payments, and more) with date and type filters.

7 fields

List Items

Lists Service and Non-Inventory items from QuickBooks Desktop, for finding the exact item name to use in Create Invoice's line items.

3 fields

Custom API Call

Make a custom API call to a specific endpoint

10 fields