quickbooks

Quickbooks Online

Common Questions

QuickBooks Online is an online accounting software that manages accounts, payments, and payroll functions.

quickbooks

Triggers

  • New Customer

    Triggers when a new customer is added

  • New Purchase Order

    Triggers when a new purchase order is created

  • New Invoice

    Triggers when a new invoice is created

  • New Supplier/Vendor

    Triggers when a new vendor is created

  • New Estimate

    Triggers when a new estimate is created

  • New Payment

    Triggers when a new payment is created

  • New Sales Receipt

    Triggers when a new sales receipt is created

quickbooks

Actions

  • Create Bill

    Create a new bill

  • Create Customer

    Create a new customer

  • Create Department

    Create a new department

  • Create Employee

    Create a new employee

  • Create Estimate

    Create a new estimate

  • Create Invoice

    Create a new invoice

  • Create Item

    Create a new item

  • Create Purchase Order

    Create a new purchase order

  • Create Sales Receipt

    Create a new sales receipt

  • Create Vendor

    Create a new vendor

  • Get Customer Details

    Retrieve the details of the specified customer

  • Get Department Details

    Retrieve the details of the specified department

  • Get Employee Details

    Retrieve the details of the specified employee

  • Get Invoice Details

    Retrieve the details of the specified invoice

  • Get Item Details

    Retrieve the details of the specified item

  • Get Purchase Order

    Retrieve the details of the specified purchase order

Common Questions

To use Quickbooks Online in your flow, you will first need to connect Quickbooks Online to Built.io Flow Enterprise. 

To do this, drag any Quickbooks Online action listed under Quickbooks Online service on the canvas and click on ‘Add New’ option listed under ‘Authorize Quickbooks Online’ field in the configuration window. You will be redirected to a new window where you need to enter login details of your Quickbooks Online account.

Quickbooks Online login

Click on the ‘Sign In’ button after entering your username and password. You will be redirected to a new window where you will be prompted to authorize a connection between Built.io Flow and Quickbooks Online. Click on ‘Authorize’ to proceed. 

Authorization permission

Next, you will be redirected to canvas. 

Rename authorization

Rename the authorization as per your choice and click on ‘Add’ link. You can now see the added authorization under ‘Authorize Quickbooks Online’ field. Once added, this authorization will be available in all Quickbooks actions and triggers.

To enable departments feature for your Quickbooks Online account, follow the steps given below:

1. After you have signed in to your Quickbooks Online account, click on ‘Settings (Gear)’ icon located at the top right side of the window and select ‘Company Settings’ option from the list of options that appear. 

Quickbooks Online dashboard

This will redirect you to the ‘Settings’ window. 

2. Click on the ‘Edit’ icon given against ‘Categories’ field and select the checkbox for ‘Track Locations’ option. A drop down list for ‘Location Label’ will appear. Select ‘Department’ from the list and click on ‘Save’. 

Add department

This will enable the departments feature for your Quickbooks Online account. In order to view the departments, follow the steps given below:

2.a. After you have signed in to your Quickbooks Online account, click on ‘Settings (Gear)’ icon located at the top right side of the window and select ‘All Lists’ option from the list of options that appear. 

View department-1

This will redirect you to a new window.

2.b. Click on ‘Departments’ option to see the list of all departments of your Quickbooks Online account. 

View department-2