QuickBooks integration

Akaash_Amalraj
updated 1 yr ago

What is QuickBooks?

QuickBooks by Intuit offers a comprehensive cloud-based accounting software to accept business payments, manage and pay bills, and payroll functions. You can create invoices, manage your expenses and cash flow to view your profit and loss anywhere using QuickBooks.

About Kissflow's QuickBooks integration

Kissflow's QuickBooks connector lets you connect QuickBooks Online instantly with Kissflow apps and other popular third-party applications. It allows you to securely share data out of QuickBooks to build powerful workflows. To integrate with QuickBooks Online, you must have a valid QuickBooks Online account account as well as be a Kissflow paid customer. You can use the QuickBooks connector to receive data from other flows or apps in order to perform specific QuickBooks actions and search actions. For the time being, the QuickBooks connector does not support any trigger events.

Actions in QuickBooks

Actions	Description
Create a customer	This action adds a new customer to your QuickBooks account
Create an estimate	This action creates a new estimate (with line item support) to your QuickBooks account
Create an invoice	This action adds a new invoice to your QuickBooks account
Create a vendor	This action adds a new vendor to your QuickBooks account
Create a payment	This action creates a new payment, optionally linked to an invoice in your QuickBooks account
Create a bill	This action creates a new bill, optionally tied to a customer in your QuickBooks account
Update a customer	This action updates an existing customer in QuickBooks
Create a sales receipt	This action creates a new sales receipt in your Quickbooks account
Create a purchase order	This action creates a new purchase order in your Quickbooks account
Create an expense	This action creates a new expense and adds it your Quickbooks account
Create an item	This actions creates a new item in your Quickbooks account

Search actions in QuickBooks

Search actions	Description
Find a customer	This search action finds a customer by name or email address
Find an invoice	This search action finds an invoice by number
Find a vendor	This search action finds a vendor by name
Find product(s)	This search action finds a product by name
Find account(s)	This search action finds an account by name
Find tax code(s)	This search action finds and retrieves a tax code(s)

Configuring QuickBooks connector

Inside your Kissflow account, click your profile picture on the top right corner of the screen and click Integrations from the dropdown. Now, click the New integration button to provide a name and description for your integration.
Once inside your editor, set up a trigger step, for example, a Kissflow Process trigger event, When an item completes a workflow.
After setting up your trigger step above, click the Add button () next to set up your action step. Search for QuickBooks and select an action event from the available options (as mentioned in the above table.)

After choosing your action event, authenticate the connector. Click +Add an account and sign in using your QuickBooks account. Kissflow uses QuickBooks' OAuth for authentication.
After authenticating with your QuickBooks account, add relevant values against the QuickBooks form fields. You can hit Refresh fields to view all the updated fields in the selected QuickBooks form. You can also map QuickBooks fields from your trigger step or fields from your previous action steps. These values will be automatically added to item fields after the action is executed.
After a successful configuration, test whether your QuickBooks action step is set up correctly by clicking the Test button. The connector will pull field data from your selected QuickBooks account and display it as a JSON output. Similar to the trigger step, errors are notified to you right away. Fix them before retesting the action step.

Setting up a QuickBooks connector

After creating a custom workflow with your QuickBooks connector's action steps, switch ON the toggle button to activate the integration run. Once a trigger event occurs, the QuickBooks action is activated.