Integrate QuickBooks with Zoho Projects
Send information between QuickBooks and Zoho Projects automatically, without writing any code, using Zoho Flow.
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Initiate a new task in Zoho Projects whenever an order is created in QuickBooks
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Zoho Projects 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 Zoho Projects.
Initiate a new task in Zoho Projects whenever an order is created in QuickBooks
QuickBooks + Zoho Projects
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Supported triggers and actions
Integrate QuickBooks and Zoho Projects 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 list created
Triggers when a new task list is created
Task updated in project
Triggers when the details of an existing task are updated in the selected project
Bug submitted
Triggers when a new bug/issue is submitted
Overdue task or subtask in portal
Triggers when a task or subtask in the selected portal becomes overdue
Overdue task in project
Triggers when a task in the selected project becomes overdue
Task created in project
Triggers when a new task is created in the selected project
Comment added
Triggers when a new comment is added to the selected task
Milestone created
Triggers when a new milestone is created
Task list completed
Triggers when a task list is marked as completed
Bug submitted in project
Triggers when a new bug/issue is submitted in the selected project
Event created
Triggers when a new event is created
Milestone created in a portal
Triggers when a new milestone is created in the selected portal
Milestone completed
Triggers when a milestone is marked as completed
Task created
Triggers when a new task is created in the selected portal
Task completed
Triggers when a task is completed in the selected portal
Project updated
Triggers when the details of an existing project are updated
Task or subtask updated
Triggers when the details of an existing task or subtask are updated in the selected portal
Milestone completed in a portal
Triggers when a milestone is completed in any project in the selected portal
Project comment added
Triggers when a new comment is added in the selected project
Project created
Triggers when a new project is created
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 existing client company to a project
Adds an existing client company to a project
Create comment in project
Creates a new comment in the selected project
Add followers to task
Adds the specified users as followers to an existing task
Create task list
Creates a new task list
Create subtask
Creates a new subtask in the selected task
Add comment to bug
Adds a new comment to the selected bug
Create event
Creates a new event
Create milestone
Creates a new milestone
Add user to project
Adds a user to the selected project
Create project
Creates a new project
Create issue time log
Creates a time log for the selected issue
Add comment
Adds a comment to the selected task
Create time log for task
Creates a time log for the selected task
Create task
Creates a new task
Submit bug
Submits a new bug/issue
Add client to project
Adds a client to the selected project
Add client company
Creates a new client company
Create general time log
Creates a general time log for the selected project
Update task list
Updates the details of a task list using its ID
Update issue time log
Updates the details of an existing issue time log
Update task or subtask
Updates the task or subtask details for the specified ID
Update task time log
Updates the details of an existing task time log
Update bug
Updates the details of an existing bug/issue
Update general time log
Updates the details of an existing general time log
Complete milestone
Completes an existing milestone
Update project
Updates the details of an existing project
Update client company
Updates the details of an existing client company
Fetch bug in project
Fetches the details of an existing bug/task in the selected project
Fetch project status
Fetches the status of a project by name
Fetch task status
Fetches the status of an existing task by task name
Fetch task in project
Fetches the details of an existing task by ID, name, owner, or status in the selected project
Fetch clients in a project
Fetches the clients associated with the selected project
Fetch milestone
Fetch the details of an existing milestone by search term
Fetch user
Fetches the details of an existing user by email address or user ID
Fetch time log
Fetches the details of an existing time log by bill status and owner
Fetch milestone by ID
Fetches the details of an existing milestone by ID
Fetch project - By search term
Fetches the details of an existing project by search term
Fetch task list
Fetches the details of an existing task list by name
Fetch task
Fetches the details of an existing task by name
Fetch project - By ID
Fetches the details of an existing project by ID
Fetch CRM deals
Fetch the CRM deals associated with the selected project
Fetch tag
Fetches the specified tag using name
Fetch user in portal
Fetches the details of a user in the selected portal using email address
What is QuickBooks?
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.
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What is Zoho Projects?
Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.
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