QuickBooks Online is an online accounting software that manages accounts, payments, and payroll functions.
Triggers when a new customer is added
New Purchase Order
Triggers when a new purchase order is created
Triggers when a new invoice is created
Triggers when a new vendor is created
Triggers when a new estimate is created
Triggers when a new payment is created
New Sales Receipt
Triggers when a new sales receipt is created
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.
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.
Next, you will be redirected to canvas.
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.
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’.
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.
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.