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Create business workflows for QuickBooks without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular QuickBooks workflows

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Create Citrix ShareFile folders for new QuickBooks customers

Use this flow to create a separate folder for every new customer, so that your customer-specific documents are well organized and easily retrievable. Every time there’s a new customer in Quickbooks, a new folder is created in Citrix ShareFile.

How it works
1. A new customer is created in QuickBooks.
2. Zoho Flow automatically creates a folder in Citrix ShareFile for the new customer.
Use this flow
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Create Citrix ShareFile folders for new QuickBooks customers

QuickBooks + Citrix ShareFile

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Create MailChimp subscribers for new customers in QuickBooks

Each time a new customer is added in QuickBooks, the flow automatically adds them as a contact in QuickBooks, helping you deliver the information they need, exactly when they need it.

How it works

1. A new customer is added in QuickBooks.

2. Zoho Flow adds the contact as a subscriber in MailChimp.

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Create MailChimp subscribers for new customers in QuickBooks

QuickBooks + Mailchimp

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Update Zoho Books contacts when payments are received in QuickBooks

Every time payment is received in QuickBooks, the flow automatically updates the contact's Zoho Books profile with the details of the transaction. That way, all your buyers' details are synced between the two apps, making them more easily accessible to you.

How it works

1. Payment is recorded for a customer in Quickbooks.

2. Zoho Flow updates the corresponding contact profile in Zoho Books.

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Update Zoho Books contacts when payments are received in QuickBooks

QuickBooks + Zoho Books

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Update contact in Vend when payment is received in QuickBooks

Automatically update a contact in your POS application when payment is received in your accounting app. This flow automatically updates contacts in Vend after payment is received in Quickbooks.

How it works
1. Payment is received in QuickBooks.
2. Zoho Flow updates the corresponding contact in Vend.
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Update contact in Vend when payment is received in QuickBooks

QuickBooks + Vend

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Create QuickBooks invoices for new paid orders in X-Cart

 Need your accounting software to reflect the history of all purchases made in your online store? This flow is what you need. Each time an order is paid for in X-Cart, the flow automatically creates an invoice in QuickBooks, with the details of the customer and the item that they purchased.

How it works

1. An order is marked as paid in X-Cart. 

2. Zoho Flow creates an invoice in QuickBooks.

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Create QuickBooks invoices for new paid orders in X-Cart

X-Cart + QuickBooks

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Create Quickbooks customers for new records in Zengine

Got a purchase order form on Zengine? Use this flow to ensure the data you collect moves to you accounting software seamlessly. Each time a new record is added in Zengine, the flow automatically creates a customer in QuickBooks.

How it works

1. A new record is added in Zengine. 

2. Zoho Flow creates a customer in Quickbooks.

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Create Quickbooks customers for new records in Zengine

Zengine + QuickBooks

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Add Zoho CRM contacts to QuickBooks

Each time a new contact is added in Zoho CRM, this flow creates a corresponding customer in QuickBooks, helping you initiate transactions much faster.

How it works

1. A new contact is added in Zoho CRM.

2. Zoho Flow creates a corresponding customer in QuickBooks.

Use this flow
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Add Zoho CRM contacts to QuickBooks

QuickBooks + Zoho CRM

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New invoice in QuickBooks for successful payments in Zoho Subscriptions

Automate the process of generating an invoice after you receive payment. Generate a new invoice in QuickBooks every time there's a successful payment recorded in Zoho Subscriptions.

How it works
1. A successful payment is recorded in Zoho Subscriptions.
2. Zoho Flows generates an invoice in QuickBooks. 
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New invoice in QuickBooks for successful payments in Zoho Subscriptions

Zoho Billing + QuickBooks

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Sales receipt updated

Triggers when the details of an existing sales receipt are updated

Deposit added

Triggers when a new deposit is added

Account created

Triggers when a new account is created

Invoice updated

Triggers when the details of an existing invoice are updated

Credit memo updated

Triggers when the details of an existing credit memo are updated

Non-inventory item updated

Triggers when any detail of an existing non-inventory item is updated

Customer updated

Triggers when any detail of an existing customer is updated

Sales receipt created

Triggers when a new sales receipt is created

Inventory item created

Triggers when an inventory item is created

Inventory item updated

Triggers when any detail of an existing inventory item is updated

Customer created

Triggers when a new customer is created

Service item created

Triggers when a new service item is created

Bill created

Triggers when a bill is created

Service item updated

Triggers when any detail of an existing service item is updated

Non-inventory item created

Triggers when a non-inventory item is created

Invoice created

Triggers when a new invoice is created

Account updated

Triggers when an account is updated

Credit memo created

Triggers when a credit memo is created

Estimate updated

Triggers when an estimate is updated

Payment received

Triggers when a payment is received

Estimate created

Triggers when a new estimate is created

Vendor created

Triggers when a new vendor is created

Purchase order created

Triggers when a new purchase order is created

Vendor updated

Triggers when the details of an existing vendor are updated

All Actions - Actions are the automated tasks

Create invoice

Creates a new invoice

Create sales receipt

Creates a new sales receipt

Create payment record

Creates a new payment record

Create account

Creates a new account

Create bill - Account based

Creates a new account-based bill

Create vendor

Creates a new vendor

Create credit memo

Creates a new credit memo

Create inventory item

Creates a new inventory item

Create customer

Creates a new customer

Create non-inventory item

Creates a new non-inventory item

Create deposit

Creates a new deposit

Create service item

Creates a new service item

Create estimate

Creates a new estimate

Create transfer

Creates a new transfer

Create bill - Item based

Creates a new item-based bill

Update account

Updates the details of an existing account using account ID

Update estimate

Updates the estimate by ID

Update item status

Updates the status of the specified item

Update customer

Updates the details of an existing customer

Update invoice

Updates the details of an invoice by ID

Fetch deposit

Fetches the details of an existing deposit by its ID

Fetch item by SKU

Fetches the details of an existing item using SKU

Fetch vendor by name

Fetches the details of an existing vendor by name

Fetch customer type

Fetches the details of a customer type by its name

Fetch sales term

Fetches the details of a sales term based on its name

Fetch invoice

Fetches the details of an existing invoice by number

Fetch vendor by ID

Fetches the details of an existing vendor by ID

Send invoice

Sends an invoice to the specified email address

Fetch payment method

Fetches a payment method based on its name

Fetch transfer

Fetches the details of a transfer based on its ID

Fetch location

Fetches the details of an existing location by name

Send sales receipt

Sends an existing sales receipt to the specified email address

Fetch account

Fetches an account by name

Send estimate

Sends an existing estimate

Fetch customer by name or email

Fetches the details of an existing customer by name or email address

Fetch customer by ID

Fetches the details of an existing customer by ID

Fetch category

Fetches the details of an existing category by name

Fetch item

Fetches the details of an existing item by name

What is QuickBooks?

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

Bulid 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.

Learn more >

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

Owain ap Rees

Sales Director, Artico

We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Know more

Toto

Technical Engineer, Master Liveaboards

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