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Katana + QuickBooks Online Integrations

How to connect Katana + QuickBooks Online

Zapier lets you send info between Katana and QuickBooks Online automatically—no code required.

When this happens...
QuickBooks OnlineQuickBooks Online
New Account

Triggered when you add a new account.

automatically do this!
QuickBooks OnlineQuickBooks Online
Create Bill (Account Based)

Create a new bill, optionally tied to a customer (with line item support).

Supported triggers and actions

What does this mean?
  • Katana triggers, actions, and search
    Create Customer
    Creates a customer.
    Action
    Scheduled
  • Katana triggers, actions, and search
    Create Sales Order
    Creates a new sales order.
    Action
    Scheduled
  • Katana triggers, actions, and search
    Find Customer
    Find a customer by name, email, or phone number
    Action
    Scheduled
  • Katana triggers, actions, and search
    Find or Create Customer
    Find an existing customer, or create a new customer if one is not found.
    Action
    Scheduled
  • QuickBooks Online triggers, actions, and search
    New Account
    Triggered when you add a new account.
    Trigger
    Scheduled
  • QuickBooks Online triggers, actions, and search
    New Bill
    Triggers when a new bill is added.
    Trigger
    Scheduled
  • QuickBooks Online triggers, actions, and search
    New Customer
    Triggered when you add a new customer.
    Trigger
    Scheduled
  • QuickBooks Online

    Triggered when you add a new estimate.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggers when a new expense is added.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when you add a new invoice.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when you add a new invoice (with line item support).

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when a new sales receipt is added (with line item support).

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when a payment is received (with line item support).

    Scheduled

    Trigger

  • QuickBooks Online

    Triggers when a new purchase order is added.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when a new sales receipt is added.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when an existing customer is updated.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when a new vendor is added.

    Scheduled

    Trigger

  • QuickBooks Online

    Create a new bill, optionally tied to a customer.

    Scheduled

    Action

  • QuickBooks Online

    Create a new bill, optionally tied to a customer (with line item support).

    Scheduled

    Action

  • QuickBooks Online

    Create a new bill, optionally tied to a customer (with line item support).

    Scheduled

    Action

  • QuickBooks Online

    Creates a new credit memo.

    Scheduled

    Action

  • QuickBooks Online

    Adds a new customer.

    Scheduled

    Action

  • QuickBooks Online

    Create a new estimate (with line item support).

    Scheduled

    Action

  • QuickBooks Online

    Creates a new expense using check, cash, or credit card.

    Scheduled

    Action

  • QuickBooks Online

    Creates a new product or service.

    Scheduled

    Action

  • QuickBooks Online

    Creates a new journal entry.

    Scheduled

    Action

  • QuickBooks Online

    Adds a new invoice (with line item support).

    Scheduled

    Action

  • QuickBooks Online

    Adds a new sales receipt (with line item support).

    Scheduled

    Action

  • QuickBooks Online

    Creates a new payment, optionally linked to an invoice.

    Scheduled

    Action

  • QuickBooks Online

    Creates a new purchase order.

    Scheduled

    Action

  • QuickBooks Online

    Creates a new refund receipt.

    Scheduled

    Action

  • QuickBooks Online

    Send an existing invoice.

    Scheduled

    Action

  • QuickBooks Online

    Send an existing sales receipt.

    Scheduled

    Action

  • QuickBooks Online

    Creates a new single time activity.

    Scheduled

    Action

  • QuickBooks Online

    Updates an existing customer.

    Scheduled

    Action

  • QuickBooks Online

    Updates an existing invoice (with line item support).

    Scheduled

    Action

  • QuickBooks Online

    Adds a new vendor.

    Scheduled

    Action

  • QuickBooks Online

    Find an account by name.

    Scheduled

    Action

  • QuickBooks Online

    Find a customer by name or email address.

    Scheduled

    Action

  • QuickBooks Online

    Find an invoice by number.

    Scheduled

    Action

  • QuickBooks Online

    Find a product by name (with line item support)

    Scheduled

    Action

  • QuickBooks Online

    Find a vendor by name.

    Scheduled

    Action

  • QuickBooks Online

    Finds or creates a specific customer v2.

    Scheduled

    Action

  • QuickBooks Online

    Finds or creates a specific vendor.

    Scheduled

    Action

How Katana + QuickBooks Online Integrations Work

  1. Step 1: Authenticate Katana + QuickBooks Online.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
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About Katana

Katana gives thousands of manufacturers a live look at their business. Manage all the moving parts of your business and unite the apps and services you use in one visual platform.

Related categories

eCommerce
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About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
Learn More

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