ProductivityIn development

QuickBooks

Quickbooks is a cloud-based accounting software that helps you manage your finances, track your income and expenses, and get insights into your business

In development

Cataloged and scoped, not yet available to run in production.

105
actions

Actions

Operations this integration can perform.

105

Capture Charge

Tool to capture funds for an existing charge that was authorized but not captured. Use when you need to complete a previously authorized payment transaction in QuickBooks Payments API. This action finalizes the charge and transfers the funds from the customer's payment method.

Create Account

Create a new account in QuickBooks with the given parameters.

Create Bank Account

Create a new bank account on file for a customer in QuickBooks Payments API. Use this when you need to add ACH/eCheck payment capabilities for a customer.

Create Bill

Create a new bill in QuickBooks Online. A Bill is an AP transaction representing a request-for-payment from a third party for goods or services. Use this action when recording vendor bills for purchases, expenses, or services received.

Create Bill Payment

Create a bill payment in QuickBooks to record payment against one or more bills. Use when paying vendor bills via check or credit card.

Create Class

Create a new class in QuickBooks Online. Use when you need to categorize transactions by department, location, or other business segments.

Create Credit Memo

Tool to create a new credit memo in QuickBooks Online. Use when issuing credit to a customer for returns, refunds, or adjustments.

Create Customer

Create a new customer in QuickBooks with the given parameters.

Triggers

Events that start workflows from this integration.

4

Customer Created

Triggered when a new customer is created in QuickBooks Online.

Invoice Created

Triggered when a new invoice is created in QuickBooks Online.

Payroll Employee Updated (QuickBooks Workforce)

Triggered when a payroll employee record is updated in QuickBooks Workforce.

Payslip Created (QuickBooks Workforce)

Triggered when a payslip is created in QuickBooks Workforce.

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