Integrate QuickBooks with Planyo
Send information between QuickBooks and Planyo automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new customer in QuickBooks when the details of an existing reservation are modified by the customer in Planyo
Integrate Planyo with QuickBooks using Zoho Flow. Whenever the details of an existing reservation are modified by the customer in Planyo, Zoho Flow automatically creates a new customer in QuickBooks. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when the details of an existing reservation are modified by the customer in Planyo.
- Zoho Flow creates a new customer in QuickBooks.
Create a new customer in QuickBooks when the details of an existing reservation are modified by the customer in Planyo
Planyo + QuickBooks
Create a new customer in QuickBooks when the customer has checked in for a reservation in Planyo
Integrate Planyo with QuickBooks using Zoho Flow. Whenever the customer has checked in for a reservation in Planyo, Zoho Flow automatically creates a new customer in QuickBooks. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when the customer has checked in for a reservation in Planyo.
- Zoho Flow creates a new customer in QuickBooks.
Create a new customer in QuickBooks when the customer has checked in for a reservation in Planyo
Planyo + QuickBooks
Build your own integrations between QuickBooks and Planyo
Connect QuickBooks and Planyo with over 950+ 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 Planyo using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Sales receipt updated
Triggers when the details of an existing sales receipt are updated
Deposit added
Triggers when a new deposit is added
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 updated
Triggers when any detail of an existing customer is updated
Sales receipt created
Triggers when a new sales receipt is created
Non-inventory item created
Triggers when a non-inventory item is created
Invoice created
Triggers when a new invoice is created
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
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
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
Customer created or updated
Triggers when a new customer is added or if the details of an existing customer are updated
Customer checked in
Triggers when the customer has checked in for a reservation
Reservation confirmed
Triggers when a reservation is confirmed
Reservation automatically canceled
Triggers when a reservation is automatically canceled according to the cancellation rules set for the resource
Reservation cancelled by customer
Triggers when a reservation is cancelled by the customer
Reservation canceled by an admin
Triggers when a reservation is canceled by an admin
Reservation modified by admin
Triggers when the details of an existing reservation are modified by an admin
Customer checked out
Triggers when a customer has checked out
Reservation made
Triggers when a new reservation is made
Reservation updated by customer
Triggers when the details of an existing reservation are modified by the customer
All Actions - Actions are the automated tasks
Create customer
Creates a new customer
Create non-inventory item
Creates a new non-inventory item
Create credit memo
Creates a new credit memo
Create inventory item
Creates a new inventory item
Create estimate
Creates a new estimate
Create transfer
Creates a new transfer
Create deposit
Creates a new deposit
Create service item
Creates a new service item
Create bill - Item based
Creates a new item-based bill
Create invoice
Creates a new invoice
Create sales receipt
Creates a new sales receipt
Create bill - Account based
Creates a new account-based bill
Create vendor
Creates a new vendor
Create payment record
Creates a new payment record
Create account
Creates a new account
Update item status
Updates the status of the specified item
Update account
Updates the details of an existing account using account ID
Update estimate
Updates the estimate by ID
Update customer
Updates the details of an existing customer
Update invoice
Updates the details of an invoice by ID
Send invoice
Sends an invoice to the specified email address
Fetch invoice
Fetches the details of an existing invoice by number
Fetch vendor by ID
Fetches the details of an existing vendor by 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 payment method
Fetches a payment method based on its name
Fetch transfer
Fetches the details of a transfer based on its ID
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 account
Fetches an account by name
Send estimate
Sends an existing estimate
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 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 sales term
Fetches the details of a sales term based on its name
Fetch category
Fetches the details of an existing category by name
Fetch item
Fetches the details of an existing item by name
Create reservation
Creates a new reservation
Add user
Adds a new user (customer) to your Planyo site
Add vacation
Adds a new vacation (period of unavailability) for the specified resource or your entire Planyo site
What is QuickBooks?
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.
Similar apps
What is Planyo?
Planyo is a flexible online reservation and booking application for hotels, holiday apartments, and any business that accepts bookings.
Similar apps
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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
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Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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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
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Technical Engineer, Master Liveaboards
