QuickBooks Online

Use QuickBooks Online through a saved Integration hub connection. The catalog includes 7 actions, listed below.

What you can do

Use QuickBooks Online through a saved Integration hub connection. The catalog includes 7 actions, listed below.

Finance and payments

Authentication: OAuth 2.0 (authorize the provider or enter the details requested by the connection form)

Actions

Action	Description
Create invoice create_invoice	Creates a new invoice in QuickBooks for the specified customer.
Get customer get_customer	Fetches details of a specific customer record.
Get invoice get_invoice	Retrieves the full details of a specific invoice.
List customers list_customers	Retrieves a list of customers from QuickBooks Online.
List invoices list_invoices	Lists all invoices for the connected QuickBooks company.
List items list_items	Lists all products/services (items) from QuickBooks.
Record payment record_payment	Records a payment transaction in QuickBooks.

How to connect

Open Integration hub, choose QuickBooks Online, and create a named connection. If the connection opens the provider’s consent page, sign in and authorize access. If it opens a connection form, fill the requested OAuth details and save. The provider configuration determines which route is used.

For the shared connection process, follow Connect an app.

Use it in a workflow

Add an Integration step. Choose the app, saved connection and action, then map the action inputs from your record or workflow data.

The action list comes from the integration catalog. The connection form supplies the provider-specific input fields.