QuickBooks

Create invoices, manage customers, and sync accounting data with QuickBooks Online.

Finance and paymentsOAuth6 actionsAll integrations

On this page

Connect
Call it from a workflow
Actions (6)
create_invoice
create_expense
custom_api_call
find_customer
find_invoice
find_payment
Details

Connect

Auth type: OAuth (oauth2). Click Connect and approve access on the provider's page. Appbricx runs the OAuth flow (signed single-use state, PKCE where the provider supports it), stores the tokens encrypted and refreshes them before they expire.

Scopes requested: com.intuit.quickbooks.accounting

OAuth needs an OAuth app: the platform's when the operator configured one, or your own (admin panel, Integrations, Configure). You can also bring your own credentials.

In the editor: Backend panel, Integrations tab, then Connect. This connects it for the project.
For every project in a workspace: Workspace settings, Integrations.
Owners and admins choose which integrations members may connect in the admin panel (Integrations tab), and can attach their own OAuth app there.

Call it from a workflow

Pass the action name and its input. The call resolves with { success, output, error? }; a missing connection resolves with success false and the reason. See ctx.integrations.invoke and ctx.integrations.call.

Native workflow

// .workflow.js (native ctx)
export async function run(ctx) {
  const res = await ctx.integrations.invoke("quickbooks", "create_invoice", {
    "customerRef": "<customerRef>",
    "lineItems": []
  });
  if (!res.success) throw new Error(res.error);
  ctx.log.info("QuickBooks answered", { output: res.output });
}

defineWorkflow module

// defineWorkflow module (@app/sdk ctx)
import { defineWorkflow } from "@app/sdk";

export default defineWorkflow({
  id: "quickbooks-create-invoice",
  name: "QuickBooks: Create Invoice",
  description: "Calls QuickBooks when a row is created.",
  trigger: { type: "entity_event", entity: "tickets", event: "created" },
  async run(ctx, event) {
    const res = await ctx.integrations.call("quickbooks", {
      "action": "create_invoice",
      "customerRef": "<customerRef>",
      "lineItems": []
    }) as { success: boolean; error?: string };
    if (!res.success) throw new Error(res.error);
  },
});

From an app (connector proxy)

curl -X POST "$APP_ORIGIN/__appbricx/connector-proxy/quickbooks/create_invoice" \
  -H "Authorization: Bearer $APP_KEY" \
  -H "content-type: application/json" \
  -d '{"props":{"customerRef":"<customerRef>","lineItems":[]}}'

Actions

create_invoicein catalog

Create Invoice. Creates an invoice in QuickBooks.

Input	Type	Description
`customerRef`required	id (picked from your account)	Customer
`lineItems`required	array	Line items for the invoice
`emailStatus`optional	one of "NotSet" \| "NeedToSend"	Specify whether the invoice should be emailed after creation.
`billEmail`optional	text	Email address to send the invoice to. Required if Email Status is "Needs To Be Sent". Overrides customer default.
`dueDate`optional	date-time (ISO)	The date when the payment for the invoice is due. If not provided, default term from customer or company is used.
`docNumber`optional	text	Optional reference number for the invoice. If not provided, QuickBooks assigns the next sequential number.
`txnDate`optional	date-time (ISO)	The date entered on the transaction. Defaults to the current date if not specified.
`privateNote`optional	long text	Note to self. Does not appear on the invoice sent to the customer.
`customerMemo`optional	long text	Memo to be displayed on the invoice sent to the customer (appears on statement).

create_expense

Create Expense. Creates an expense transaction (purchase) in QuickBooks.

Input	Type	Description
`accountRef`required	id (picked from your account)	The account from which the expense was paid.
`paymentType`required	one of "Cash" \| "Check" \| "CreditCard"	Payment Type
`entityRef`optional	id (picked from your account)	Optional - The vendor the expense was paid to.
`txnDate`optional	date-time (ISO)	The date the expense occurred.
`lineItems`required	array	Details of the expense (e.g., categories or items purchased). At least one line is required.
`privateNote`optional	long text	Internal note about the expense.

custom_api_call

Custom API Call. Make a custom API call to a specific endpoint

Input	Type	Description
`url`required	object (depends on other props)	url
`method`required	one of "GET" \| "POST" \| "PATCH" \| "PUT" \| "DELETE" \| "HEAD"	Method
`headers`required	object	Authorization headers are injected automatically from your connection.
`queryParams`required	object	Query Parameters
`body_type`optional	one of "none" \| "json" \| "form_data" \| "raw"	Body Type
`body`optional	object (depends on other props)	Body
`response_is_binary`optional	boolean	Enable for files like PDFs, images, etc.
`failsafe`optional	boolean	No Error on Failure
`timeout`optional	number	Timeout (in seconds)
`followRedirects`optional	boolean	Follow redirects

find_customer

Find Customer. Search for a customer by display name in QuickBooks.

Input	Type	Description
`search_term`required	text	The display name of the customer to search for.

find_invoice

Find Invoice. Search for an invoice by its number in QuickBooks.

Input	Type	Description
`invoice_number`required	text	The document number (DocNumber) of the invoice to search for.

find_payment

Find Payment. Finds an existing payment in QuickBooks.

Input	Type	Description
`customerId`required	text	The ID of the customer to find payments for.

Details

Id: quickbooks
Category: Finance and payments
Tags: accounting, invoicing, bookkeeping, finance
Package: @activepieces/piece-quickbooks@0.1.4
Tier: Built in