QuickBooks Online (Sandbox) integration

New Invoice

Triggers when an invoice is created .

New Expense (Purchase)

Triggers when an Expense (Purchase) is created.

New Customer

Triggers when a new customer is created.

New Deposit

Triggers when a Deposit is created.

New Transfer

Triggers when a Transfer is created.

New or Updated Invoice

Triggers when an invoice is created or updated in QuickBooks.

Payment Received

Triggers when a new customer payment is recorded in QuickBooks.

New Bill

Triggers when a new bill (accounts payable) is created in QuickBooks.

Find Invoice

Search for an invoice by its number in QuickBooks.

1 field

Find Customer

Search for a customer by display name in QuickBooks.

1 field

Find Payment

Finds an existing payment in QuickBooks.

1 field

Create Invoice

Creates an invoice in QuickBooks.

9 fields

Create Expense

Creates an expense transaction (purchase) in QuickBooks.

6 fields

Create Bill

Creates a bill (accounts payable) in QuickBooks.

6 fields

Create Vendor

Creates a vendor in QuickBooks.

12 fields

Find Vendor

Search for a vendor in QuickBooks by display name, email address, or account number.

2 fields

Find Account

List or search the chart of accounts to get an account Id (e.g. an expense account for a bill).

2 fields

Record Payment

Records a customer payment in QuickBooks, optionally applying it to invoices.

7 fields

Record Bill Payment (AP)

Pays one or more vendor bills in QuickBooks, in full or in part, by check or credit card.

7 fields

Read AR/AP Aging

Reads an accounts receivable or accounts payable aging report from QuickBooks.

6 fields

Custom API Call

Make a custom API call to a specific endpoint

10 fields