Integrate QuickBooks with Forecast
Send information between QuickBooks and Forecast automatically, without writing any code, using Zoho Flow.
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Create a new task in Forecast when a new order is created in QuickBooks
Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Forecast whenever a new order is placed in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new task in Forecast.
Create a new task in Forecast when a new order is created in QuickBooks
QuickBooks + Forecast
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Supported triggers and actions
Integrate QuickBooks and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer updated
Triggers when any detail of an existing customer is updated
Invoice updated
Triggers when the details of an existing invoice are updated
Estimate updated
Triggers when an estimate is updated
Non-inventory item created
Triggers when a non-inventory item is created
Non-inventory item updated
Triggers when any detail of an existing non-inventory item is updated
Account created
Triggers when a new account is created
Sales receipt created
Triggers when a new sales receipt is created
Credit memo created
Triggers when a credit memo is created
Purchase order created
Triggers when a new purchase order is created
Payment received
Triggers when a payment is received
Account updated
Triggers when an account is updated
Vendor created
Triggers when a new vendor is created
Bill created
Triggers when a bill is created
Inventory item updated
Triggers when any detail of an existing inventory item is updated
Vendor updated
Triggers when the details of an existing vendor are updated
Estimate created
Triggers when a new estimate is created
Sales receipt updated
Triggers when the details of an existing sales receipt are updated
Service item created
Triggers when a new service item is created
Credit memo updated
Triggers when the details of an existing credit memo are updated
Invoice created
Triggers when a new invoice is created
Inventory item created
Triggers when an inventory item is created
Service item updated
Triggers when any detail of an existing service item is updated
Customer created
Triggers when a new customer is created
Deposit added
Triggers when a new deposit is added
New task
Triggers when a new card is created in the selected project
New subtask
Triggers when a new subtask is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New client
Triggers when a new client is created
New time entry
Triggers when a new time entry is created in the selected project
New sprint
Triggers when a new sprint is created in the selected project
New project
Triggers when a new project is created
New person
Triggers when a new person is added
All Actions - Actions are the automated tasks
Create deposit
Creates a new deposit
Create service item
Creates a new service item
Create credit memo
Creates a new credit memo
Create non-inventory item
Creates a new non-inventory item
Create estimate
Creates a new estimate
Create inventory item
Creates a new inventory item
Create payment record
Creates a new payment record
Create bill - Item based
Creates a new item-based bill
Create customer
Creates a new customer
Create account
Creates a new account
Create vendor
Creates a new vendor
Create invoice
Creates a new invoice
Create transfer
Creates a new transfer
Create bill - Account based
Creates a new account-based bill
Create sales receipt
Creates a new sales receipt
Update item status
Updates the status of the specified item
Update estimate
Updates the estimate by ID
Update account
Updates the details of an existing account using account ID
Update invoice
Updates the details of an invoice by ID
Update customer
Updates the details of an existing customer
Fetch transfer
Fetches the details of a transfer based on its ID
Fetch payment method
Fetches a payment method based on its name
Fetch customer by ID
Fetches the details of an existing customer by ID
Fetch customer by name or email
Fetches the details of an existing customer by name or email address
Fetch vendor by ID
Fetches the details of an existing vendor by ID
Fetch invoice
Fetches the details of an existing invoice by number
Send sales receipt
Sends an existing sales receipt to the specified email address
Fetch location
Fetches the details of an existing location by name
Fetch deposit
Fetches the details of an existing deposit by its ID
Fetch customer type
Fetches the details of a customer type by its name
Fetch sales term
Fetches the details of a sales term based on its name
Fetch item by SKU
Fetches the details of an existing item using SKU
Fetch account
Fetches an account by name
Send invoice
Sends an invoice to the specified email address
Fetch vendor by name
Fetches the details of an existing vendor by name
Send estimate
Sends an existing estimate
Fetch item
Fetches the details of an existing item by name
Fetch category
Fetches the details of an existing category by name
Add person
Adds a new person
Create client
Creates a new client
Create time registration
Creates a new time registration
Create label
Creates a new label
Create subtask
Creates a new sub task/to-do
Create project
Creates a new project
Create task
Creates a new task
Create sprint
Creates a new sprint in the selected project
Create milestone
Creates a new milestone in the selected project
Fetch label
Fetches an existing label by name
What is QuickBooks?
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
