Integrate QuickBooks with Kylas
Send information between QuickBooks and Kylas automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate an estimate within your QuickBooks automatically, When a new deal is created in Kylas
Automate the generation of estimates for new deals in your retail sales management software to streamline sales and accounting processes. This flow will prepare an estimate in QuickBooks for a new deal created in your Kylas.
How it works
- The flow triggers when a deal is created or updated in Kylas.
- Zoho Flow creates a new estimate in QuickBooks.
Generate an estimate within your QuickBooks automatically, When a new deal is created in Kylas
Kylas + QuickBooks
Generate an invoice in QuickBooks for newly closed deals in Kylas
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate an invoice in QuickBooks whenever a deal is closed in Kylas.
How it works
- The flow triggers when the details of an existing deal are updated in Kylas.
- Zoho Flow creates a new invoice in QuickBooks.
Generate an invoice in QuickBooks for newly closed deals in Kylas
Kylas + QuickBooks
Set up a new deal in Kylas for every new order placed through QuickBooks
Enable your sales team to track their pipeline by auto-creating deals for new orders. This flow will create a new deal in Kylas for every new order created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new deal in Kylas.
Set up a new deal in Kylas for every new order placed through QuickBooks
QuickBooks + Kylas
Build your own integrations between QuickBooks and Kylas
Connect QuickBooks and Kylas with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate QuickBooks and Kylas using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Non-inventory item created
Triggers when a non-inventory item is created
Service item updated
Triggers when any detail of an existing service item is updated
Customer updated
Triggers when any detail of an existing customer is updated
Invoice created
Triggers when a new invoice is created
Customer created
Triggers when a new customer is created
Non-inventory item updated
Triggers when any detail of an existing non-inventory item is updated
Vendor updated
Triggers when the details of an existing vendor are updated
Bill created
Triggers when a bill is created
Service item created
Triggers when a new service item is created
Account created
Triggers when a new account is created
Estimate created
Triggers when a new estimate is created
Deposit added
Triggers when a new deposit is added
Payment received
Triggers when a payment is received
Credit memo updated
Triggers when the details of an existing credit memo are updated
Purchase order created
Triggers when a new purchase order is created
Invoice updated
Triggers when the details of an existing invoice are updated
Vendor created
Triggers when a new vendor is created
Account updated
Triggers when an account is updated
Inventory item created
Triggers when an inventory item is created
Sales receipt created
Triggers when a new sales receipt is created
Estimate updated
Triggers when an estimate is updated
Sales receipt updated
Triggers when the details of an existing sales receipt are updated
Credit memo created
Triggers when a credit memo is created
Inventory item updated
Triggers when any detail of an existing inventory item is updated
Task created or updated
Triggers when a task is created or updated
Company created
Triggers when a new company is created
Contact created or updated
Triggers when a contact is created or updated
Company created or updated
Triggers when a company is created or updated
Lead created
Triggers when a new lead is created
Lead updated
Triggers when the details of an existing lead are updated
Task created
Triggers when a new task is created
Deal updated
Triggers when the details of an existing deal are updated
Company updated
Triggers when the details of an existing company are updated
Task updated
Triggers when the details of an existing task are updated
Deal created or updated
Triggers when a deal is created or updated
Contact created
Triggers when a new contact is created
Deal created
Triggers when a new deal is created
Contact updated
Triggers when the details of an existing contact are updated
Call logs created or updated
Triggers when a call log is created or updated
Lead created or updated
Triggers when a lead is created or updated
All Actions - Actions are the automated tasks
Create invoice
Creates a new invoice
Create vendor
Creates a new vendor
Create deposit
Creates a new deposit
Create sales receipt
Creates a new sales receipt
Create payment record
Creates a new payment record
Create bill - Account based
Creates a new account-based bill
Create account
Creates a new account
Create bill - Item based
Creates a new item-based bill
Create customer
Creates a new customer
Create inventory item
Creates a new inventory item
Create non-inventory item
Creates a new non-inventory item
Create estimate
Creates a new estimate
Create service item
Creates a new service item
Create credit memo
Creates a new credit memo
Create transfer
Creates a new transfer
Update item status
Updates the status of the specified item
Update estimate
Updates the estimate by ID
Update customer
Updates the details of an existing customer
Update account
Updates the details of an existing account using account ID
Update invoice
Updates the details of an invoice by ID
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
Fetch sales term
Fetches the details of a sales term based on its name
Send sales receipt
Sends an existing sales receipt to the specified email address
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 payment method
Fetches a payment method based on its name
Fetch customer by ID
Fetches the details of an existing customer by ID
Fetch location
Fetches the details of an existing location by name
Fetch transfer
Fetches the details of a transfer based on its ID
Fetch account
Fetches an account by name
Send invoice
Sends an invoice to the specified email address
Fetch customer by name or email
Fetches the details of an existing customer by name or email address
Send estimate
Sends an existing estimate
Fetch vendor by ID
Fetches the details of an existing vendor by ID
Fetch invoice
Fetches the details of an existing invoice by number
Fetch category
Fetches the details of an existing category by name
Fetch item
Fetches the details of an existing item by name
Create task
Creates a new task
Create product or service
Creates a new product or service
Create lead
Creates a new lead
Create deal
Creates a new deal
Create contact
Creates a new contact
Create company
Creates a new company
Close lead
Close the specified lead
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Update lead
Updates the details of an existing lead
Close deal
Closes the specified deal
Update product or service
Updates the details of an existing product or service
Update task
Updates the details of an existing task
Update deal
Updates the details of an existing deal
Fetch contact
Fetches the details of an existing contact using ID
Fetch deal
Fetches the details of an existing deal using ID
Fetch lead
Fetches the details of an existing lead using ID
Fetch company
Fetches the details of an existing company using ID
Fetch task
Fetches the details of an existing task using ID
Fetch product or service
Fetches the details of an existing product or service using ID
What is QuickBooks?
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.
What is Kylas?
Kylas is an intuitive CRM solution for growing businesses that helps you identify the right sales opportunities and supports your sales efforts to increase your chances of success.
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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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
