Integrate QuickBooks with MeisterTask

Send information between QuickBooks and MeisterTask automatically, without writing any code, using Zoho Flow.

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Initiate a new task in MeisterTask whenever an order is created in QuickBooks

Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to MeisterTask whenever a new order is placed in QuickBooks.

How it works
  1. The flow triggers when a new purchase order is created in QuickBooks.
  2. Zoho Flow creates a new task in the selected section in MeisterTask.
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Initiate a new task in MeisterTask whenever an order is created in QuickBooks

QuickBooks + MeisterTask

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Supported triggers and actions

Integrate QuickBooks and MeisterTask 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

Task completed

Triggers when a task is completed

New task

Triggers when a new task is created

New section

Triggers when a new section is created

New person

Triggers when a new person is added to a project

New task in section

Triggers when a new task is added in the selected section

New project

Triggers when a new project is created

New task in project

Triggers when a new task is created in the selected project

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

Create task

Creates a new task in the selected section

Fetch person

Fetches a person by their unique ID

What is QuickBooks?

Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.

Accounting Popular

What is MeisterTask?

MeisterTask is a collaborative project management tool. You can visually plan projects, add relationships among tasks, and track your team's progress.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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