Salesforce-icon-color

Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

Asana-icon-color

Asana

ServiceNow - Icon

ServiceNow

Google Sheets - Icon

Google Sheets

Airtable-icon-color

Airtable

Monday-icon-color

Monday

Stripe - Icon

Stripe

Smartsheet

ConnectWise-icon-color

ConnectWise

Zoho CRM - Icon

Zoho CRM

SageIntacct-icon-color

Sage Intacct

Workfront-icon-color

Workfront

Trello-icon-color

Trello

Hubspot CRM - Icon

HubSpot CRM

Xero-icon-color

Xero

Raider's Edge NXT

Raiser's Edge NXT

Pegasystems-icon-color

Pegasystems

Pipedrive-icon-color

Pipedrive

adaptive-insights

Adaptive Insights

Create account

Create bill

Create customer

Create employee

Create invoice

Create purchase

Create time activity

Create vendor

Delete purchase

Delete time activity

Delete transfer

Get account

Get bill

Get class

Get credit memo

Get credit memo as PDF

Get customer

Get department

Get employee

Get invoice

Get payment

Get payment method

Get purchase

Get tax code

Get term

Get time activity

Get transfer

Get vendor

List accounts

List accounts DDL

List bills

List classes

List classes DDL

List credit memos DDL

List customers

List departments

List departments DDL

List discount accounts DDL

List employees

List entities DDL

List invoices

List items

List items DDL

List all payment methods in your company.

List payment methods

List all payments in your company, from a given date.

List payments

List purchases

List tax codes

List tax codes DDL

List tax rates

List terms

List time activities

List transfers

List vendors

Run query

Update bill

Update customer (full)

Update customer (sparse)

Update employee

Update purchase

Update time activity

Update transfer

Update vendor

Create transfer

List credit memos

List payment methods DDL

List tax rates DDL

List terms DDL

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Update invoice

Subscribe to QuickBooks Push Notifications.

Webhook

QuickBooks

QuickBooks Online 1

Integrations

Easy Quickbooks Online Integrations

Quickbooks Online 2

Automation

Powerful Quickbooks Online automation

Quickbooks Online 3

Use Cases

Large-scale Quickbooks Online use cases

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

new-workflow-template-create-slack-notifications-for-zuora-events blog post cover image

new-workflow-template-create-slack-notifications-for-zuora-events

Optimize your events with Zuora-Slack integration

Dex Yp used Tray.io to connect their MarTech stack

dex-yp-color-logo

Thryv integrates online orders & payments to mobilize 1,500-person sales team

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Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

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sales-operations-best-practices

How to close the sales revenue gap

Connector Department - Finance and Accounting - Cards

Vestorly - Full - Dark

Vestorly - Jonathan Tartell

Finance and Accounting

QuickBooks-icon-color

QuickBooks Online

Delete call

Delete contact

Delete deal

Return all static and custom fields for the Lead resource.

List lead fields

List deal associated contacts

Create call

Create a new contact. A contact may represent a single individual or an organization.

Create contact

Create deal

Returns all deals available to the user according to the parameters provided.

Create lead

Create a new note and associate it with a Lead, Contact or Deals resource

Create note

Create order

Create product

Delete lead

Delete product

Returns a stream of events for a specific resource

Firehose

Get call

Get contact

Returns a single deal available to the user, according to the unique deal ID provided. If the specified deal does not exist, the request will return an error.

Get deal

Get lead

Get order

Get user

List call outcomes

List calls

Return all static and custom fields for the Contact resource.

List contact fields

Returns all contacts available to the user according to the parameters provided.

List contacts

List deals

Returns all leads available to the user, according to the parameters provided.

List leads

Returns all line items associated to order.

List line items

List orders

Returns all pipelines available to the user, according to the parameters provided.

List pipelines

Returns all products from the catalog according to the parameters provided.

List products

List users

Raw HTTP Request (Advanced)

Search resources

Update call

Update contact

Update lead

Update deal

Update product

Create a new contact or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple contacts match a set of filters, the request will return an error - 409. If a single contact matches, then the existing contact is updated. If none matches the query, a new contact is created. Notice: Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert contact

Create a new deal or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple deals match a set of filters, the request will return an error - 409. If a single deal matches, then the existing deal is updated If none matches the query, a new deal is created. Notice - Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert deal

Create a new lead or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple leads match a set of filters, the request will return an error - 409. If a single lead matches, then the existing lead is updated. If none matches the query, a new lead is created. Notice: Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

QuickBooks Online and Zendesk Sell integration + automation

Popular QuickBooks Online and Zendesk Sell integrations

QuickBooks Online and Zendesk Sell Connector Details

QuickBooks Online

Zendesk Sell

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