QuickBooks

What you can do

6 actions, each one call from a workflow or a server function. Triggers come from your app: a row changing, a schedule or a webhook.

• Create Invoicecreate_invoice
  Creates an invoice in QuickBooks.
• Create Expensecreate_expense
  Creates an expense transaction (purchase) in QuickBooks.
• Find Customerfind_customer
  Search for a customer by display name in QuickBooks.
• Find Invoicefind_invoice
  Search for an invoice by its number in QuickBooks.
• Find Paymentfind_payment
  Finds an existing payment in QuickBooks.
• Custom API Callcustom_api_call
  Make a custom API call to a specific endpoint

Set it up

About two minutes, once per project or once for the whole workspace.

1. Open Integrations in the builder

   Backend panel, Integrations tab, then QuickBooks. To connect it for every project, use Workspace settings, Integrations.

2. Sign in to QuickBooks

   You sign in to QuickBooks and approve access. Appbricx keeps the tokens, encrypted, and refreshes them.

   • com.intuit.quickbooks.accounting

   This uses an OAuth app: the platform's, or your own from the admin panel, and you can bring your own credentials.

3. Call an action

   From a workflow, by integration id and action name. The call answers with success, output and, when it fails, the reason.

   // .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 });
   }

More in Finance and payments

• Stripe
• Razorpay
• Xero
• Lemon Squeezy
• MoMollie
• PaPayWhirl
• All of Finance and payments