QuickBooks Online and Chartbeat integration + automation

QuickBooks Online and Chartbeat integrations couldn’t be easier with the Tray Platform’s robust QuickBooks Online and Chartbeat connectors, which can connect to any service without the need for separate integration tools.

QuickBooks Online and Chartbeat Connector Details

QuickBooks logo

QuickBooks Online

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
Create accountCreate billCreate customerCreate employeeCreate invoiceCreate purchaseCreate time activityCreate vendorDelete purchaseDelete time activityDelete transferGet accountand 45 more...
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UsesSales, Marketing
CategoryContact Management
Connector TypeUniversal Connector

Minor Configuration Required

To get data in and out of QuickBooks Online and Chartbeat, use one of our generic connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder

While it takes a little more time up front - we suggest using Connector Builder to make it faster to build QuickBooks Online and Chartbeat integrations down the road.

Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.

Jonathan Tartell, CPA VP of Operations and Finance

Tray.io is the leader in low-code automation

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