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Customize your QuickBooks Online integration with the following triggers and actions.
What’s a recipe?
Triggers
When this happens…
QuickBooks Online
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New accountNew account in QuickBooks
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New bank depositNew deposit in QuickBooks
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New billNew bill in QuickBooks
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New bill paymentNew bill payment in QuickBooks
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New credit notesNew credit memo in QuickBooks
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New customerNew customer in QuickBooks
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New employeeNew employee in QuickBooks
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New estimateNew estimate in QuickBooks
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New invoiceNew invoice in QuickBooks
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New itemNew item in QuickBooks
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New paymentNew payment in QuickBooks
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New purchaseNew purchase in QuickBooks
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New sales receiptNew sales receipt in QuickBooks
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New/updated accountNew or updated account in QuickBooks
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New/updated billNew or updated bill in QuickBooks
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New/updated tax codeNew or updated tax code in QuickBooks
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New/updated tax rateNew or updated tax rate in QuickBooks
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New vendorNew vendor in QuickBooks
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Updated billUpdated bill in QuickBooks
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Updated credit notesUpdated credit memo in QuickBooks
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Updated customerUpdated customer in QuickBooks
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Updated employeeUpdated employee in QuickBooks
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Updated estimateUpdated estimate in QuickBooks
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Updated invoiceUpdated invoice in QuickBooks
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Updated itemUpdated item in QuickBooks
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Updated purchaseUpdated purchase in QuickBooks
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Updated vendorUpdated vendor in QuickBooks
- Show all 27
Actions
Do this…
QuickBooks Online
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Add line to credit memoAdd line item to credit memo in QuickBooks
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Add line to estimateAdd line item to estimate in QuickBooks
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Add line to invoiceAdd line item to invoice in QuickBooks
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Add line to sales receiptAdd line item to sales receipt in QuickBooks
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Create G/L accountCreate G/L account in QuickBooks
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Create bill paymentCreate bill payment with a multi linked transaction in QuickBooks
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Create billCreate bill with a multi line item in QuickBooks
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Create check / chequeCreate check / cheque with a multi line item in QuickBooks
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Create classCreate class in QuickBooks
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Create credit card creditCreate credit card credit with a multi line item in QuickBooks
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Create credit memoCreate credit memo with a multi line item in QuickBooks
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Create customerCreate customer in QuickBooks
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Create bank depositCreate bank deposit with a multi linked transaction in QuickBooks
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Create employeeCreate employee in QuickBooks
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Create estimateCreate estimate with a multi line item in QuickBooks
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Create expenseCreate expense with a multi line item in QuickBooks
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Create invoiceCreate invoice with a multi line item in QuickBooks
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Create item (product or service)Create item in QuickBooks
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Create journal entryCreate journal entry in QuickBooks
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Create journal entry with line itemsCreate journal entry with line items in QuickBooks
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Create paymentCreate payment with a multi linked transaction in QuickBooks
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Create purchase orderCreate purchase order with a multi line item in QuickBooks
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Create refund receiptCreate refund receipt with a multi line item in QuickBooks
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Create sales receiptCreate sales receipt with a multi line item in QuickBooks
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Create timesheet with 1 line itemCreate timesheet with a single line item in QuickBooks
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Create transferCreate transfer with a multi linked transaction in QuickBooks
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Create vendorCreate vendor in QuickBooks
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Create vendor / supplier creditCreate vendor / supplier credit with a multi line item in QuickBooks
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Get attachmentsGet attachments from QuickBooks
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Get customer sales reportsGet customer sales reports from QuickBooks
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Get estimate detailsGet estimate details in QuickBooks
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Get exchange rateGet exchange rate details from QuickBooks
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Get invoice detailsGet invoice details from QuickBooks
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Get item (product or service) detailsGet item in QuickBooks
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Get profit and lossGet profit and loss in QuickBooks
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Get sales receipt detailsGet sales receipt details by ID from QuickBooks
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Get timesheet detailsGet timesheet details in QuickBooks
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Search G/L accountsSearch G/L accounts in QuickBooks
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Get customer detailsGet customer details by ID in QuickBooks
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Search employeesSearch employees in QuickBooks
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Get employee detailsGet employee details in QuickBooks
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Get payment method detailsGet payment method details in QuickBooks
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Get sales term detailsGet sales term details in QuickBooks
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Get vendor detailsGet vendor details in QuickBooks
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Search vendor billsSearch vendor bills in QuickBooks
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Search budgetsSearch budgets in QuickBooks
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Search checksSearch checks in QuickBooks
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Search classesSearch classes in QuickBooks
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Search customersSearch customers in QuickBooks
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Search departmentsSearch departments in QuickBooks
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Search bank depositsSearch bank deposits in QuickBooks
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Search estimatesSearch estimates in QuickBooks
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Search invoicesSearch invoices in QuickBooks
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Search items (products or services)Search items in QuickBooks
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Search journal entriesSearch journal entries in QuickBooks
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Search payment methodsSearch payment methods in QuickBooks
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Search purchasesSearch purchases in QuickBooks
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Search sales receiptsSearch sales receipts in QuickBooks
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Search tax codesSearch tax codes in QuickBooks
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Search termsSearch terms in QuickBooks
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Search timesheetsSearch timesheets in QuickBooks
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Search vendorsSearch vendors in QuickBooks
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Send invoice via emailSend invoice through email in QuickBooks
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Update a bill paymentUpdate bill payment with a multi linked transaction in QuickBooks
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Update billUpdate bill with a multi line item in QuickBooks
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Update check / chequeUpdate check / cheque with a multi line item in QuickBooks
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Update credit card creditUpdate credit card credit with a multi line item in QuickBooks
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Update credit memoUpdate credit memo with a multi line item in QuickBooks
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Update customerUpdate a customer in QuickBooks
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Update a bank depositUpdate bank deposit with a multi linked transaction in QuickBooks
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Update employeeUpdate employee in QuickBooks
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Update estimateUpdate estimate with a multi line item in QuickBooks
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Update expenseUpdate expense with a multi line item in QuickBooks
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Update invoiceUpdate invoice with a multi line item in QuickBooks
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Update item (product or service)Update item in QuickBooks
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Update a paymentUpdate payment with a multi linked transaction in QuickBooks
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Update purchase orderUpdate purchase order with a multi line item in QuickBooks
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Update refund receiptUpdate refund receipt with a multi line item in QuickBooks
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Update sales receiptUpdate sales receipt with a multi line item in QuickBooks
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Update timesheetUpdate timesheet in QuickBooks
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Update a transferUpdate transfer with a multi linked transaction in QuickBooks
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Update vendorUpdate vendor in QuickBooks
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Update vendor / supplier creditUpdate vendor / supplier credit with a multi line item in QuickBooks
- Show all 83
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