QuickBooks Action Block
The QuickBooks Action Block enables you to manage invoices, customers, and payments in QuickBooks Online from your workflows.
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Requires QuickBooks Online API credentials via OAuth 2.0. Register an app at the Intuit Developer Portal.
Supported Actions
- Create Invoice - Generate a new invoice with line items and customer details.
- Get Invoice - Retrieve invoice details by ID.
- Create/Update Customer - Add new customers or update existing customer records.
- Record Payment - Record a payment against an invoice.
- Query Records - Run queries against any QuickBooks entity using QuickBooks Query Language.
Configuration
- OAuth Credentials - Client ID, Client Secret, and Realm ID from Intuit Developer.
- Customer ID - Target customer for invoice or payment operations.
- Invoice Data - Line items, amounts, due date, and terms.
- Payment Amount - Amount and method for payment recording.
Use Cases
- Automatically create invoices when a deal closes in your sales workflow.
- Sync customer records between your CRM and QuickBooks.
- Record payments and send confirmation notifications through your workflow.