QuickBooks

Create invoices, manage customers, and sync accounting data with QuickBooks Online. In Appbricx, your workflows and server functions call it by name once it is connected.

Connect QuickBooksFull reference

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
    // .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 });
}

QuickBooks and its logo are trademarks of their owner, shown only to identify the service this integration connects to. Their use does not imply endorsement by, or affiliation with, that company.

Connect QuickBooks once. Every workflow can use it.

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