Integrate QuickBooks with Coda
Send information between QuickBooks and Coda automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate QuickBooks and Coda using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deposit added
Triggers when a new deposit is added
Sales receipt updated
Triggers when the details of an existing sales receipt are updated
Inventory item updated
Triggers when any detail of an existing inventory item is updated
Inventory item created
Triggers when an inventory item is created
Estimate updated
Triggers when an estimate is updated
Payment received
Triggers when a payment is received
Account updated
Triggers when an account is updated
Credit memo created
Triggers when a credit memo is created
Credit memo updated
Triggers when the details of an existing credit memo are updated
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
Invoice updated
Triggers when the details of an existing invoice are updated
Bill created
Triggers when a bill 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
Service item created
Triggers when a new service item is created
Purchase order created
Triggers when a new purchase order is created
Vendor updated
Triggers when the details of an existing vendor are updated
Estimate created
Triggers when a new estimate is created
Vendor created
Triggers when a new vendor is created
Sales receipt created
Triggers when a new sales receipt is created
Customer updated
Triggers when any detail of an existing customer is updated
Invoice created
Triggers when a new invoice is created
Non-inventory item created
Triggers when a non-inventory item is created
Row added
Triggers when a new row is added to the selected table
All Actions - Actions are the automated tasks
Create sales receipt
Creates a new sales receipt
Create invoice
Creates a new invoice
Create vendor
Creates a new vendor
Create bill - Account based
Creates a new account-based bill
Create inventory item
Creates a new inventory item
Create credit memo
Creates a new credit memo
Create transfer
Creates a new transfer
Create estimate
Creates a new estimate
Create account
Creates a new account
Create payment record
Creates a new payment record
Create non-inventory item
Creates a new non-inventory item
Create customer
Creates a new customer
Create service item
Creates a new service item
Create deposit
Creates a new deposit
Create bill - Item based
Creates a new item-based bill
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 item by SKU
Fetches the details of an existing item using SKU
Fetch deposit
Fetches the details of an existing deposit by its ID
Fetch sales term
Fetches the details of a sales term based on its name
Send estimate
Sends an existing estimate
Fetch account
Fetches an account by name
Fetch customer type
Fetches the details of a customer type by its name
Fetch vendor by name
Fetches the details of an existing vendor by name
Send invoice
Sends an invoice to the specified email address
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 category
Fetches the details of an existing category by name
Fetch item
Fetches the details of an existing item by name
Create blank document
Creates a new blank Coda document
Copy document
Copies an existing document in Coda
Insert or update row
Creates a new row or updates an existing row in the selected table by comparing incoming data against existing rows
Create row
Creates a new row in the selected table
Update page
Updates an existing page in the specified document
Update row
Updates an existing row in the selected table
Publish document
Publishes the existing Coda document by document ID
Share document
Shares the existing Coda document to the specified email address or anyone on the web
Fetch document
Fetches an existing document by ID
Find row
Searches for a Coda row in the selected table using a column match search
Fetch row
Fetches an existing row by ID
Fetch page
Fetches an existing page in given coda document by page name
Unpublish document
Unpublishes an already published Coda document using document ID
What is QuickBooks?
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.
Similar apps
What is Coda?
Coda is a cloud-based document editor that blends spreadsheets, presentations, apps, and documents together. It can also integrate with third-party services like Slack and Gmail to automate tasks.
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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