Integrate QuickBooks with Zoho Connect

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

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Create a task in Zoho Connect each time a new order is made 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 Connect 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 Zoho Connect.
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Create a task in Zoho Connect each time a new order is made in QuickBooks

QuickBooks + Zoho Connect

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Supported triggers and actions

Integrate QuickBooks and Zoho Connect using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Deposit added

Triggers when a new deposit is added

Purchase order created

Triggers when a new purchase order 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

Invoice updated

Triggers when the details of an existing invoice are updated

Bill created

Triggers when a bill is created

Customer updated

Triggers when any detail of an existing customer is updated

Payment received

Triggers when a payment is received

Account updated

Triggers when an account is updated

Invoice created

Triggers when a new invoice is created

Credit memo created

Triggers when a credit memo is created

Non-inventory item created

Triggers when a non-inventory item is created

Credit memo updated

Triggers when the details of an existing credit memo are updated

Sales receipt updated

Triggers when the details of an existing sales receipt are updated

Vendor updated

Triggers when the details of an existing vendor are updated

Estimate created

Triggers when a new estimate is created

Inventory item updated

Triggers when any detail of an existing inventory item is updated

Inventory item created

Triggers when an inventory item is created

Vendor created

Triggers when a new vendor is created

Estimate updated

Triggers when an estimate is updated

Sales receipt created

Triggers when a new sales receipt is created

Poll created

Triggers when a new poll is created

Announcement updated

Triggers when the details of an existing announcement is updated

Task unassigned

Triggers when a task is unassigned

User mentioned in post

Triggers when the configuration user is mentioned in a conversation

Board created

Triggers when a new board is created

Event created

Triggers when a new event is created

Task completed

Triggers when a task is completed in selected board

Forum created

Triggers when a new forum is created

Event invited

Triggers when an invitee is added to an event

Member added in board

Triggers when a member is added to a board

Task status changed

Triggers when the status of an existing task is updated

Task updated

Triggers when the details of an existing task is updated

Announcement comment created

Triggers when a new comment is created in announcements

Task reminder

Triggers when a task is created with a reminder

Task assigned

Triggers when a task is assigned

User mentioned in comment

Triggers when the configuration user is mentioned in a conversation comment

Status created

Triggers when a new conversation is posted

Task open

Triggers when a task status is marked as open

Member added in group

Triggers when a member added to group

New task created

Triggers when a new task is created

Group created

Triggers when a new group is created

Member added in network

Triggers when a new member added to the selected network

Member removed from network

Triggers when a new member is removed from the selected network

Announcement created

Triggers when a new announcement is created

Member removed from board

Triggers when a member is removed from a board

Question created

Triggers when a new questions is created

Event updated

Triggers when the details of an existing event is updated

Forum updated

Triggers when an existing forum post is updated

All Actions - Actions are the automated tasks

Create sales receipt

Creates a new sales receipt

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 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 deposit

Creates a new deposit

Create bill - Item based

Creates a new item-based bill

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

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

Update item status

Updates the status of the specified item

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 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 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 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 private event

Creates a new private event

Create group

Creates a new group in the selected network

Invite user

Invites a user to the selected network

Create board from board template

Creates a new board from an existing saved template

Add comment in post

Adds a comment in the specified post

Add member to group

Adds a member to the selected group

Create forum post

Creates a new forum post

Create checklist

Creates a checklist for the specified task

Add member to board

Adds a member to the selected board

Create private task

Creates a new private task

Add comment in task

Adds a comment in the specified task

Create task in section

Creates a new task in the selected section

Create group event

Creates a new group event

Create conversation

Creates a new conversation in the selected group

Create board

Creates a new board

Archive group

Archives the selected group

Archive task

Archives the selected task

Unarchive board

Unarchives the selected board

Unarchive group

Unarchives the selected group

Archive board

Archives the selected board

Fetch user

Fetches the details of an existing user by email address

Remove member from group

Removes a member from the selected group

Fetch post

Fetches the details of an existing post by ID or metadata

What is QuickBooks?

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

What is Zoho Connect?

Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.

Team Collaboration Zoho

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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