QuickBooks Online and Salesflare

Online accounting platform.

Accounting Accounting & Invoicing quickbooks.intuit.com ↗

How to connect QuickBooks Online

Via Zapier — 80 operations available. Set it up ↗
Via Make — 93 modules available. Set it up ↗

What you can automate

When new Payments in QuickBooks Online, create an opportunity, then create a contact in Salesflare.
When new Accounts in Salesflare, create an Account in QuickBooks Online.
When new Opportunities in Salesflare, create an Estimate in QuickBooks Online.
When new Tasks in Salesflare, create a Credit Card Payment in QuickBooks Online.

About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

Features

Manage your business's finances, from income and expenses to payroll and taxes
Use a double-entry accounting method in managing your business's books
Invoice clients, generate estimates, and collect payments
Connect directly to financial accounts to pull in line item income and expenses
Automatic categorize expenses
Track inventory, time on task, miles traveled for business, projects
Generate reports to analyze performance
iOS and Android apps available

Pricing

QuickBooks Online pricing varies by country, edition, and current promotion; the old fixed figures in this database are not reliable globally. Current pricing.

QuickBooks Online operations on Zapier

Triggers (29)

Start a workflow when this happens

Estimate Emailed — Triggers when an estimate is emailed.
Invoice Emailed — Triggers when an invoice is emailed.
New Account — Triggers when you add a new account.
New Bank Transaction — Triggers when a new bank transaction is created.
New Bill — Triggers when a new bill is added.

Show 24 more triggers

New Bill Payment — Triggers when a new bill paid.
New Credit Memo — Triggers when a new credit memo is created.
New Customer — Triggers when you add a new customer.
New Deposit — Triggers when a there is a new deposit.
New Estimate — Triggers when you add a new estimate.
New Expense — Triggers when a new expense is added.
New Invoice — Triggers when you add a new invoice.
New Invoice Due — Triggers when an invoice becomes due within a specified number of days.
New Journal Entry — Triggers when a new journal entry is created.
New Paid Invoice — Triggers when the balance of an invoice becomes zero.
New Payment — Triggers when a payment is received (with line item support).
New Product — Triggers when a new product is created.
New Project — Triggers when a new project is created.
New Purchase Order — Triggers when a new purchase order is added.
New Refund Receipt — Triggers when there is a new refund receipt.
New Sales Receipt — Triggers when a new sales receipt is added.
New Supplier Credit — Triggers when a new supplier credit is created.
New Time Entry — Triggers when a new time entry is created.
New Vendor — Triggers when a new vendor is added.
Updated Bill — Triggers when a bill is updated.
Updated Credit Memo — Triggers when a credit memo is updated.
Updated Customer — Triggers when an existing customer is updated.
Updated Estimate — Triggers when an existed estimate is updated.
Updated Invoice — Triggers when an invoice is updated.

Actions (37)

Things Salesflare can make it do

API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Attach File(s) or Note — Attach a file or note to a QuickBooks record, or upload a standalone file without linking it to a record
Create Bill (Account Based) — Create a new bill, optionally tied to a customer (with line item support).
Create Bill (Item Based) — Create a new bill, optionally tied to a customer.
Create Credit Memo — Creates a new credit memo.

Show 32 more actions

Create Customer — Adds a new customer.
Create Deposit — Creates a new deposit in QuickBooks.
Create Employee — Creates a new employee.
Create Estimate — Create a new estimate (with line item support).
Create Expense — Creates a new expense using check, cash, or credit card.
Create Invoice — Adds a new invoice (with line item and bundle item support).
Create Journal Entry — Creates a new journal entry.
Create Payment — Creates a new payment, optionally linked to an invoice.
Create Product/Service — Creates a new product or service.
Create Purchase Order — Creates a new purchase order.
Create Refund Receipt — Creates a new refund receipt.
Create Sales Receipt — Adds a new sales receipt (with line item support).
Create Time Activity — Creates a new single time activity.
Create Vendor — Adds a new vendor.
Create Vendor Credit — Creates a new vendor credit.
Find or Create Customer — Finds or creates a specific customer v2.
Find or Create Employee — Finds or creates a specific employee.
Find or Create Product — Finds or creates a specific product.
Find or Create Sales Receipt — Finds or creates a specific sales receipt.
Find or Create Vendor — Finds or creates a specific vendor.
Send Estimate — Sends an estimate.
Send Invoice — Send an existing invoice.
Send Sales Receipt — Send an existing sales receipt.
Update Bill — Updates an existing bill.
Update Customer — Updates an existing customer.
Update Estimate — Updates an existing estimate.
Update Invoice — Updates an existing invoice (with line item support).
Update Product — Updates an existing product.
Update Purchase (Expense) — Updates an existing purchase/expense transaction.
Update Sales Receipt — Updates an existing sales receipt.
Update Vendor — Updates an existing vendor.
Void Invoice — Void an invoice.

Searches (14)

Look up existing records

Find Account — Find an account by name.
Find Class — Finds a class based on name or ID.
Find Customer — Find a customer by name or email address.
Find Customer by Query — Finds customers using custom SQL-like WHERE clause syntax for advanced querying.
Find Employee — Finds an employee based on display name or ID.

Show 9 more searches

Find Estimate — Finds an estimate.
Find Invoice — Find an invoice using either Invoice Number, Invoice ID or Invoice Date or Due Date.
Find Payment — Finds a payment based on Id.
Find Product — Find a product by name or sku
Find Products — Find products by names (with line item support)
Find Purchase (Expense) — Find a purchase/expense transaction by various criteria such as vendor, date, amount, or document number.
Find Sales Receipt — Finds a sales receipt by ID, Customer Name or Sales Receipt Number.
Find Vendor — Find a vendor by name.
Get Attachments — Get attachments from a record.