QuickBooks Online + Code by Zapier + Workbooks CRM Integrations
How to connect QuickBooks Online + Code by Zapier + Workbooks CRM
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Do even more with QuickBooks Online + Code by Zapier + Workbooks CRM
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with QuickBooks Online, Code by Zapier, and Workbooks CRM. And don’t forget that you can add more apps and actions to create complex workflows.
New Account
Triggered when you add a new account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Customer
Triggered when you add a new customer.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Expense
Triggers when a new expense is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggered when you add a new invoice (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Payment
Triggered when a payment is received (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales Receipt
Triggered when a new sales receipt is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Vendor
Triggered when a new vendor is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planVendorRequired
Terms
Transaction Date
Due Date
Bill Number
Department
Currency
Only available if multicurrency is enabled.
Global Tax Calculation
Description
AmountRequired
Billable?
If a line item is billable, please use the Customer field to specify which customer.
Customer
Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
AccountRequired
Tax Code
AP Account
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Email
Send Later?
Billing Address
Credit Memo Date
Defaults to today's date if not specified.
Credit Memo Number
Class
Only available if class tracking is enabled and assigned using the "one to entire transaction" option.
AmountRequired
Service Date
Product/Service
Description
Quantity
Rate
Tax
Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
Message Displayed On Credit Memo
Memo
Apply Tax After Discount?
US versions of QuickBooks only.
Discount Value
Discount Percent
Sales Tax Rate
Shipping Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Select a specific customer.
Number
Max of 21 characters. If empty, Quickbooks will generate one by incrementing the last number, but only if you have custom transaction numbers disabled. number automatically. Max of 21 characters.
Line AmountRequired
Should not include tax.
Line Description
Line Item/Product
Line Item Quantity
Line Item Tax Code
Line Item Service Date
Format: YYYY-MM-DD
Rate
When using this field, the Rate * Quantity must be equal to the line amount
Expiration Date
Message displayed on estimate
Billing Address
If the customer you enter in the "Customer" field has a default billing address, that address will be used if this field is left blank.
Shipping Address
If the customer you enter in the "Customer" field has a default shipping address, that address will be used if this field is left blank.
Shipping amount
Bill Email
Email address where estimate is sent. Separate emails with commas for multiple addresses
Send later
If set to true, the Bill Email field should also be provided
Discount Value
Discount values must be positive (e.g.
10for a 10 value discount)Discount Percent
Discount values must be positive (e.g.
10for a 10% discount)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
NameRequired
Description On Sales Forms
Sales Price/Rate
Description On Purchase Forms
Cost
SKU
Category
Is Taxable?
Only applicable to US companies.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Email
If not set, the customer's primary email will be used.
Cc
Bcc
Send Later?
Billing Address
If the customer you enter in the "Customer" field has a default billing address, that address will be used if this field is left blank.
Shipping Address
If the customer you enter in the "Customer" field has a default shipping address, that address will be used if this field is left blank.
Terms
Invoice Date
Defaults to today's date if not specified.
Due Date
Ship Via
Shipping Date
Tracking Number
Invoice Number
If empty, no Invoice number is added. Max of 21 characters or put AUTO_GENERATE to let QuickBooks increment this automatically.
Service Date
Product/Service
Description
Quantity
Rate
Should not include tax.
AmountRequired
Should not include tax.
Tax
Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
Message Displayed on Invoice
Message Displayed on Statement
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax Code
Total Tax
Requires choosing a Tax Code above.
Tax Calculation
Method in which tax is applied.
Apply Tax After Discount?
Discount Value
Discount values must be positive (e.g.
.10for a 10% discount)Discount Percent
Shipping Tax
Shipping
Deposit
Class
Only available if class tracking is enabled and assigned using the "one to entire transaction" option.
Department
Only available if your preferences allow tracking of department.
Location
Only available for France locales.
Currency
Only available if multicurrency is enabled. Defaults to your home currency if left blank.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Total AmountRequired
Unapplied Amount
The amount that has not been applied to pay amounts owed for sales transactions.
Transaction Date
Payment Method
Payment Reference Number
Deposit To Account
A.K.A. Income Account
Line Amount
Should not include tax.
Memo
Line Linked Invoice
Only choose an invoice if this payment is linked to one.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Refund FromRequired
Customer
Email
Billing Address
If the customer you enter in the "Customer" field has a default billing address, that address will be used if this field is left blank.
Refund Receipt Date
Defaults to today's date if not specified.
Refund Receipt Number
Transaction Class
Only available if class tracking is enabled and assigned using the "one to entire transaction" option.
Payment Method
Check Number
Print Later?
Product/ServiceRequired
AmountRequired
Service Date
Description
Quantity
Rate
Tax
Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
Message Displayed On Refund Receipt
Memo
Apply Tax After Discount?
US versions of QuickBooks only.
Discount Value
Discount Percent
Sales Tax Rate
Shipping
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales ReceiptRequired
Email
Send to an explicit email address instead of the receipt billing one, and updates the one on the sales receipt to this.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Company
Email
Title
First name
Middle name
Last name
Suffix
Display name as
Must be unique for every customer.
Phone
Mobile
Fax
Other
Website
Print On Check As
Notes
Billing Address - Street
Billing Address - City/Town
Billing Address - State/Province
Billing Address - ZIP code
Billing Address - Country
Shipping Address - Street
Shipping Address - City/Town
Shipping Address - State/Province
Shipping Address - ZIP code
Shipping Address - Country
Exemption Details
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
PhoneRequired
Email
Website
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Enter the vendor's display name exactly as it appears in QuickBooks Online.
ActionThis is an event a Zap performs.SearchFind existing data in your appFull NameRequired
Enter the vendor's display name exactly as it appears in QuickBooks Online.
PhoneRequired
Email
Website
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCodeRequired
Warning! This is an advanced trigger! Please read the Code documentation for more information.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInput Data
Use the Input Data fields above to assign key names (left) and map values (right) from previous steps. Use notation
input_data['keyName']to access the values within your code. The data will be provided as strings. Learn more here.CodeRequired
Warning! This is an advanced trigger! Please read the Code documentation for more information.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Organisation
Triggers when a new organisation is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Sales Lead
Triggers when a new sales lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Posted Invoice
Triggers when an invoice is complete and its status posted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Marketing CampaignRequired
Use a "Find a Marketing Campaign" search to power this field. Map the ID to this field. If the campaign is not found Zap should exit or "Find or Create a Marketing Campaign" should be used.
Party or Lead IDRequired
Use a "Find a Person" or "Find a Sales Lead" search to power this field. Map the person or sales lead "ID" to this field and the person or sales lead "Type" to the Party or Lead type field.
Party or Lead TypeRequired
Use a "Find a Person" or "Find a Sales Lead" search to power this field. Map the person or sales lead "Type" to this field and the person or sales lead "ID" to the Party or Lead ID field.
Member's NameRequired
Status
Use a "Find a Marketing Campaign Member Status" search to power this field. Map the ID to this field. If the status is not found it should be created using "Create Marketing Campaign Member Status".
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SummaryRequired
Assigned ToRequired
StatusRequired
Description
Contact
The person to contact regarding this Case.
Contact Email
Contact Telephone
Priority
Product Category
Resolution Status
Resolution Description
Source
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Order NameRequired
The description of this Customer Order.
Assigned toRequired
A picklist of queues that this Customer Order could be assigned to.
Document CurrencyRequired
The currency of this Transaction.
Customer Order DateRequired
The official date for this Customer Order.
StatusRequired
The status of this Transaction.
Tax point dateRequired
The date that sales tax will be calculated for this Transaction.
Accounting period ID
The ID of the Accounting Period that this Transaction occurred in. This will be defaulted from the customer order date. Alternatively this could be retrieved using a dynamic lookup item.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organisation NameRequired
The name of this Organisation.
Assigned ToRequired
A picklist of queues that this Organisation could be assigned to.
Category
The category of this Organisation.
Industry
The industry that this Organisation operates in.
Website
The address of the website of this organisation.
Telephone
The main telephone number.
Fax
The main fax number.
Street Address
The main street address.
Town or City
The main town or city.
County/State
The main county or state.
Postcode/Zipcode
The main postcode or zipcode.
Country
The main country.
Campaign
The ID of the Marketing Campaign that discovered this Organisation.
Source
Where the information on this organisation came from originally.
VAT Number
The Sales Tax number of this Organisation.
Number of Employees
The number of employees of this Organisation.
Preferred Language
The language that this Organisation prefers to converse in.
Special Requirements
Any special requirements that this Organisation may have.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title
Lead Person's NameRequired
Assigned ToRequired
A picklist of queues that this Sales Lead could be assigned to.
Job Title
Job Role
First Name
Middle Name
Last Name
Salutation
Email
Telephone
Mobile
Organisation
Organisation Category
Industry
Website
Street Address
Town or City
County/State
Postcode/Zipcode
Country
The main country.
Rating
Source
Status
Campaign
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Use a "Find a Marketing Campaign Member Status" search to power this field. Map the marketing campaign member status "ID" to this field.
Lock VersionRequired
Use a "Find a Marketing Campaign Member Status" search to power this field. Map the marketing campaign member status "Lock Version" to this field.
Member's NameRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Use a "Find an Organisation" search to power this field. Map the organisation "ID" to this field.
Lock VersionRequired
Use a "Find an Organisation" search to power this field. Map the organisation "Lock Version" to this field.
Organisation Name
The name of this Organisation.
Assigned To
A picklist of queues that this Organisation could be assigned to.
Category
The category of this Organisation.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Use a "Find a Sales Lead" search to power this field. Map the sales lead "ID" to this field.
Lock VersionRequired
Use a "Find a Sales Lead" search to power this field. Map the sales lead "Lock Version" to this field.
Title
Lead Person's Name
Assigned To
A picklist of queues that this Sales Lead could be assigned to.
Job Title
Job Role
First Name
Middle Name
Last Name
Salutation
Email
Telephone
Mobile
Organisation
Organisation Category
Industry
Website
Street Address
Town or City
County/State
Postcode/Zipcode
Country
The main country.
Rating
Source
Status
Campaign
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Member's Name
The member's name to search for.
Party or Lead Id
Member's related party id.
Party or Lead Type
Member's related party type.
External Reference
The external reference of the member to search for.
EmailRequired
The member's email to search for.
Marketing CampaignRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer Order Name
Find the Order with this name.
External Reference
A value defined by the creating application - normally a reference to an external equivalent record that is the source of this record.
Object Reference
The Object Reference for this record.
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
The first name of the person to search for.
Last Name
The last name of the person to search for.
Email
The email of the person to search for.
Employer
The employer name of the person to search for.
Object Reference
The object reference of the person to search for.
External Reference
The external reference of the person to search for. .
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign Name
The name of the marketing campaign to search for.
Object Reference
The object reference of the marketing campaign to search for.
External Reference
The external reference of the marketing campaign to search for.
NameRequired
Assigned ToRequired
Type
Status
Start Date
End Date
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundStatusRequired
The name of the marketing campaign member status to search for.
Marketing CampaignRequired
The Id of the marketing campaign to search for a member status.
External Reference
The external reference of the status to search for.
Marketing CampaignRequired
Use a "Find a Marketing Campaign" search to power this field. Map the ID to this field. If the campaign is not found Zap should exit or "Find or Create a Marketing Campaign" should be used.
StatusRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganisation Name
The name of the organisation to search for.
Website
The address of the website of this organisation.
Object Reference
The object reference of the organisation to search for.
External Reference
The external reference of the organisation to search for.
Organisation NameRequired
The name of this Organisation.
Assigned ToRequired
A picklist of queues that this Organisation could be assigned to.
Category
The category of this Organisation.
Industry
The industry that this Organisation operates in.
Telephone
The main telephone number.
Fax
The main fax number.
Street Address
The main street address.
Town or City
The main town or city.
County/State
The main county or state.
Postcode/Zipcode
The main postcode or zipcode.
Country
The main country.
Campaign
The ID of the Marketing Campaign that discovered this Organisation.
Source
Where the information on this organisation came from originally.
VAT Number
The Sales Tax number of this Organisation.
Number of Employees
The number of employees of this Organisation.
Preferred Language
The language that this Organisation prefers to converse in.
Special Requirements
Any special requirements that this Organisation may have.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFirst Name
The first name of the sales lead to search for.
Last Name
The last name of the sales lead to search for.
Email
The email of the sales lead to search for.
Organisation Name
The organisation name of the sales lead to search for.
Object Reference
The object reference of the sales lead to search for.
External Reference
The external reference of the sales lead to search for.
Title
Lead Person's NameRequired
Assigned ToRequired
A picklist of queues that this Sales Lead could be assigned to.
Job Title
Job Role
First Name
Middle Name
Last Name
Salutation
Email
Telephone
Mobile
Organisation
Organisation Category
Industry
Website
Street Address
Town or City
County/State
Postcode/Zipcode
Country
The main country.
Rating
Source
Status
Campaign
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Bill
Triggers when a new bill is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Estimate
Triggered when you add a new estimate.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggered when you add a new invoice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales Receipt
Triggered when a new sales receipt is added (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Purchase Order
Triggers when a new purchase order is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Customer
Triggered when an existing customer is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planVendorRequired
Specifies the vendor for this bill.
Bill Number
Line Item
Line Description
AmountRequired
Amount of the line item.
Qty
Quantity of the line item.
Unit Price
Unit Price of the line item.
Line Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
AP Account
Customer
Specifies the customer associated with the bill.
Due Date
Transaction Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VendorRequired
Specifies the vendor for this bill.
Terms
Transaction Date
Due Date
Bill Number
Department
Global Tax Calculation
Product/Service
Description
Qty
Rate
AmountRequired
Billable?
If a line item is billable, please use the Customer field to specify which customer.
Customer
Line Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
Tax Code
AP Account
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
Display Name
If not set, Full Name will be used here.
Title
First Name
Last Name
Company
Email
Phone
Mobile
Fax
Website
GST Registration Type
GSTIN
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State Code
Shipping Address Zip Code
Shipping Address Country
Notes
Currency
Only available if multicurrency is enabled.
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Choose a Parent Customer if you're creating a Job/sub-customer.
Bill with Parent?
If no, this customer will be billed.
Preferred Payment Method
Preferred Delivery Method
Terms
Customer Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Payee TypeRequired
Is the payee a Vendor, Customer, or Employee?
Payment TypeRequired
Bank/Credit AccountRequired
Payment Date
Defaults to today's date if not specified.
Payment Method
Reference Number
Will be used as check number if payment type is check.
Print Later?
Only applicable if payment type is check.
Account
Description
Amount
You must enter an amount here or in the "Amount" field under "Item Details."
Billable Status
Tax Code
Customer
Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
Product/Service
Description
Quantity
Rate
Amount
You must enter an amount here or in the "Amount" field under "Account Details."
Billable Status
Tax Code
Customer
Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Journal Date
Defaults to today's date if not specified.
Journal Number
AccountRequired
Debit AmountRequired
Total amount of "Debits" line items must equal the total amount of "Credits" line items.
Description
Customer Name
Vendor Name
Employee Name
Department
Only available if your preferences allow tracking of department.
Class
AccountRequired
Credit AmountRequired
Total amount of "Credits" line items must equal the total amount of "Debits" line items.
Description
Customer Name
Vendor Name
Employee Name
Department
Only available if your preferences allow tracking of department.
Class
Memo
Currency
Only available if multicurrency is enabled. Defaults to your home currency if left blank.
Exchange Rate
Only available if multicurrency is enabled.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer
Select a specific customer, or, use the below field to look up a customer on demand.
Find Customer by Name/Email
If you just have access to the customer's name or email, use this.
Email
Send Later?
Note
Message
Line AmountRequired
Should not include tax.
Service Date
Line Description
Product/Service
Line Item Quantity
Line Item Unit Price
Should not include tax.
Line Item Tax Code
Line Item Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
Transaction Date
Total Discount
Will be added as a Discount Line item. The company preference Sales Form Entry | Discounts must be enabled.
Payment Method
Payment Reference Number
Deposit To Account
A.K.A. Income Account
Sales Receipt Number
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State Code
Shipping Address Zip Code
Shipping Address Country
Currency
Only available if multicurrency is enabled.
Exchange Rate
The number of home currency units it takes to equal one unit of currency specified above. Only available if multicurrency is enabled.
Class
Only available if class tracking is enabled and assigned using the "one to entire transaction" option.
Tax Code
Total Tax
Requires choosing a Tax Code above.
Tax Calculation
Method in which tax is applied.
Shipping Tax
Shipping Cost
Department
Only available if your preferences allow tracking of department.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VendorRequired
Purchase Order Status
Mailing Address
Address to which the payment should be sent.
Shipping Address
Address to which the vendor shipped or will ship goods associated with purchase.
Purchase Order Date
Ship Via
Purchase Order Number
Account
Description
Amount
You must enter an amount here or in the "Amount" field under "Item Details."
Customer
Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
Product/Service
Description
Quantity
Rate
Amount
You must enter an amount here or in the "Amount" field under "Account Details."
Customer
Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
Your Message to Vendor
Memo
For internal use. Will not appear on purchase order to vendor
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
EmailRequired
Send to an explicit email address instead of the invoice billing one, and updates the one on the invoice to this.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time Activity TypeRequired
Is this for an Employee or Vendor?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
Customer
Email
Cc
Bcc
Send Later?
Billing Address
Shipping Address
Terms
Invoice Date
Due Date
Ship Via
Shipping Date
Tracking Number
Invoice Number
Service Date
Product/Service
Description
Quantity
Rate
Should not include tax.
Amount
Should not include tax.
Tax
Class
Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
Message Displayed on Invoice
Message Displayed on Statement
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax Code
Total Tax
Requires choosing a Tax Code above.
Tax Calculation
Method in which tax is applied.
Apply Tax After Discount?
Discount Value
Discount values must be positive (e.g.
.10for a 10% discount)Discount Percent
Shipping Tax
Shipping
Deposit
Class
Only available if class tracking is enabled and assigned using the "one to entire transaction" option.
Department
Only available if your preferences allow tracking of department.
Location
Only available for France locales.
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Quickbooks are located here https://developer.intuit.com/app/developer/qbo/docs/develop
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
Depending on which "Search Field" you selected, the search value must exactly match the "Display name as" field or "Email" field in Quickbooks.
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
Depending on which "Search Field" you selected, the search value must exactly match the "Display name as" field or "Email" field in Quickbooks.
Full NameRequired
Display Name
If not set, Full Name will be used here.
Title
First Name
Last Name
Company
Email
Phone
Mobile
Fax
Website
GST Registration Type
GSTIN
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State Code
Shipping Address Zip Code
Shipping Address Country
Notes
Currency
Only available if multicurrency is enabled.
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Choose a Parent Customer if you're creating a Job/sub-customer.
Bill with Parent?
If no, this customer will be billed.
Preferred Payment Method
Preferred Delivery Method
Terms
Customer Type
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCodeRequired
Warning! This is an advanced trigger! Uses Node 10.x.x. Please read the Code documentation for more information.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInput Data
Use the Input Data fields above to assign key names (left) and map values (right) from previous steps. Use notation
inputData.keyNameorinputData['keyName']to access the values within your code. The data will be provided as strings. Learn more here.CodeRequired
Warning! This is an advanced action! Uses Node 10.x.x. Please read the Code documentation for more information.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New Case
Triggers when a new case is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Posted Credit Note
Triggers when a credit note is posted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lookup nameRequired
Select the dynamic lookup for which you need to look up values
Value
Enter the single value which needs looking up
Value list
Enter the list of values (for line items) which need looking up
Default value
Use this value as a default if the requested value isn't found
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Marketing CampaignRequired
Use a "Find a Marketing Campaign" search to power this field. Map the ID to this field. If the campaign is not found Zap should exit or "Find or Create a Marketing Campaign" should be used.
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assigned ToRequired
Type
Status
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Order NameRequired
The description of this Customer Order.
Assigned toRequired
A picklist of queues that this Customer Order could be assigned to.
Document CurrencyRequired
The currency of this Transaction.
Customer Order DateRequired
The official date for this Customer Order.
StatusRequired
The status of this Transaction.
Tax point dateRequired
The date that sales tax will be calculated for this Transaction.
Product
The reference of the Product that this Line Item refers to.
Line Description
A description of the product in this Line Item.
QuantityRequired
The number of items in this Line Item.
Unit price (document currency)Required
The Unit Price of the items in this Line Item in the Transaction document's currency.
Additional Discount 1 %
The additional percentage 1 Discount on this Line Item.
Additional Discount 2 %
The additional percentage 2 Discount on this Line Item.
Delivery Country
The delivery country.
Delivery County/State
The delivery county or state.
Delivery date
The planned Delivery Date for this Line Item.
Delivery Postcode/Zipcode
The delivery postcode or zipcode.
Delivery Street Address
The delivery street address.
Delivery Town or City
The delivery town or city.
Discount given (document currency)
The total discount given on this Line Item in the Transaction document's currency.
Discount given (home currency)
The total discount given on this Line Item in the Own Organisation's currency.
Display order
The order to display this Line Item in relative to the other Line Items in this Transaction document.
Document currency
The currency of the Transaction document that this Line Item belongs to.
End Date
The end date of the line item
Event
Foreign key for event
External Reference
A value defined by the creating application - normally a reference to an external equivalent record that is the source of this record.
Gross (document currency)
The Gross value of this Line Item in the Transaction document's currency.
Gross (home currency)
The Gross value of this Line Item in the Own Organisation's currency.
Home currency
The currency of the Own Organisation that this Line Item will be accounted in.
Location
Foreign key for location
Net (document currency)
The Net value of this Line Item in the Transaction document's currency.
Net (home currency)
The Net value of this Line Item in the Own Organisation's currency.
Parent Line Item
The Bundle Product of which the Product on this Line Item is a component.
Price Discount %
The percentage Discount on this Line Item.
Pricing scheme
Foreign key for pricing_scheme
Sales tax (document currency)
The Sales Tax of this Line Item in the Transaction document's currency.
Sales tax (home currency)
The Sales Tax of this Line Item in the Own Organisation's currency.
Sales tax code
Foreign key for sales_tax_code
Sales tax ruleset
Foreign key for sales_tax_ruleset
Start Date
The start date of the line item
Status
The status of the line item
Supply scheme
Foreign key for supply_scheme
Tax adjustment (document currency)
The Tax Adjustment of this Line Item in the Transaction document's currency.
Tax adjustment (home currency)
The Tax Adjustment of this Line Item in the Own Organisation's currency.
Total cost (document currency)
The total cost of this Line Item in the Transaction document's currency.
Total cost (home currency)
The total cost of this Line Item in the Own Organisation's currency.
Unit cost (document currency)
The Unit Cost of the items in this Line Item in the Transaction document's currency.
Unit cost (home currency)
The Unit Cost of the items in this Line Item in the Own Organisation's currency.
Unit price (home currency)
The Unit Price of the items in this Line Item in the Own Organisation's currency.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title
The Person's title.
Person NameRequired
The Person's name.
Assigned ToRequired
A picklist of queues that this Person could be assigned to.
Job Title
The job title of the Person.
Job Role
The job role of the Person.
Employer
A picklist of possible employers, set to the current employer.
First Name
The first name of this Person.
Middle Name
The middle name of this Person.
Last Name
The last name of this Person.
Salutation
A salutation that can be used to address this Person.
Email
The main email address of this Person.
Telephone
The main telephone number.
Mobile
The main mobile number for this Person.
Industry
The industry that this Person operates in.
Street Address
The main street address.
Town or City
The main town or city.
County/State
The main county or state.
Postcode/Zipcode
The main postcode or zipcode.
Country
The main country.
Preferred Language
The language that this Person prefers to converse in.
Special Requirements
Any special requirements that this Person may have.
Source
Where the information on this Party came from originally.
Campaign
The ID of the Marketing Campaign that discovered this Person.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Subject of the task.
Due Date
The date that the task is due to be completed by.
Completed Date
The date that the activity was completed.
Assigned ToRequired
TypeRequired
StatusRequired
PriorityRequired
Primary Contact ID
Use a "Find a Person" search to power this field. Map the person "ID" to this field and the person "Type" to the primary contact type field.
Primary Contact Type
Use a "Find a Person" search to power this field. Map the person "Type" to this field and the person "ID" to the primary contact id field.
Description
The details of the task.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Use a "Find a Customer Order" search to power this field. Map the order "ID" to this field.
Lock VersionRequired
Use a "Find a Customer Order" search to power this field. Map the order "Lock Version" to this field.
Customer Order Name
The description of this Customer Order.
Assigned to
A picklist of queues that this Customer Order could be assigned to.
Document Currency
The currency of this Transaction.
Customer Order Date
The official date for this Customer Order.
Status
The status of this Transaction.
Tax point date
The date that sales tax will be calculated for this Transaction.
Accounting period ID
The ID of the Accounting Period that this Transaction occurred in. This will be defaulted from the customer order date. Alternatively this could be retrieved using a dynamic lookup item.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Use a "Find a Person" search to power this field. Map the person "ID" to this field.
Lock VersionRequired
Use a "Find a Person" search to power this field. Map the person "Lock Version" to this field.
Title
The Person's title, i.e Mr, Mrs, Ms, etc
Person Name
The Person's full name.
Assigned To
A picklist of queues that this Person could be assigned to.
Job Title
The job title of the Person, e.g. Head of Marketing, Sales Director.
Job Role
The job role of the Person.
Employer
A picklist of possible employers, set to the current employer.
First Name
The first name of this Person.
Middle Name
The middle name of this Person.
Last Name
The last name of this Person.
Salutation
A salutation that can be used to address this Person.
Email
The main email address of this Person.
Telephone
The main telephone number.
Mobile
The main mobile number for this Person.
Industry
The industry that this Person operates in.
Street Address
The main street address.
Town or City
The main town or city.
County/State
The main county or state.
Postcode/Zipcode
The main postcode or zipcode.
Country
The main country.
Preferred Language
The language that this Person prefers to converse in.
Special Requirements
Any special requirements that this Person may have.
Source
Where the information on this Party came from originally.
Campaign
The ID of the Marketing Campaign that discovered this Person.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign Name
The name of the marketing campaign to search for.
Object Reference
The object reference of the marketing campaign to search for.
External Reference
The external reference of the marketing campaign to search for.
ActionThis is an event a Zap performs.SearchFind existing data in your appStatusRequired
The name of the marketing campaign member status to search for.
Marketing CampaignRequired
The Id of the marketing campaign to search for a member status.
External Reference
The external reference of the status to search for.
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganisation Name
The name of the organisation to search for.
Website
The website of the organisation to search for.
Object Reference
The object reference of the organisation to search for.
External Reference
The external reference of the organisation to search for.
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
The first name of the sales lead to search for.
Last Name
The last name of the sales lead to search for.
Email
The email of the sales lead to search for.
Organisation Name
The organisation name of the sales lead to search for.
Object Reference
The object reference of the sales lead to search for.
External Reference
The external reference of the sales lead to search for.
ActionThis is an event a Zap performs.SearchFind existing data in your appMember's Name
The member's name to search for.
Party or Lead Id
Member's related party id.
Party or Lead Type
Member's related party type.
External Reference
The external reference of the member to search for.
EmailRequired
The member's email to search for.
Marketing CampaignRequired
Marketing CampaignRequired
Use a "Find a Marketing Campaign" search to power this field. Map the ID to this field. If the campaign is not found Zap should exit or "Find or Create a Marketing Campaign" should be used.
Party or Lead IDRequired
Use a "Find a Person" or "Find a Sales Lead" search to power this field. Map the person or sales lead "ID" to this field and the person or sales lead "Type" to the Party or Lead type field.
Party or Lead TypeRequired
Use a "Find a Person" or "Find a Sales Lead" search to power this field. Map the person or sales lead "Type" to this field and the person or sales lead "ID" to the Party or Lead ID field.
Member's NameRequired
Status
Use a "Find a Marketing Campaign Member Status" search to power this field. Map the ID to this field. If the status is not found it should be created using "Create Marketing Campaign Member Status".
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCustomer Order Name
Find the Order with this name.
External Reference
A value defined by the creating application - normally a reference to an external equivalent record that is the source of this record.
Object Reference
The Object Reference for this record.
Customer Order NameRequired
The description of this Customer Order.
Assigned toRequired
A picklist of queues that this Customer Order could be assigned to.
Document CurrencyRequired
The currency of this Transaction.
Customer Order DateRequired
The official date for this Customer Order.
StatusRequired
The status of this Transaction.
Tax point dateRequired
The date that sales tax will be calculated for this Transaction.
Accounting period ID
The ID of the Accounting Period that this Transaction occurred in. This will be defaulted from the customer order date. Alternatively this could be retrieved using a dynamic lookup item.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFirst Name
The first name of the person to search for.
Last Name
The last name of the person to search for.
Email
The email of the person to search for.
Employer
The employer name of the person to search for.
Object Reference
The object reference of the person to search for.
External Reference
The external reference of the person to search for. .
Title
The Person's title.
Person NameRequired
The Person's name.
Assigned ToRequired
A picklist of queues that this Person could be assigned to.
Job Title
The job title of the Person.
Job Role
The job role of the Person.
Employer
A picklist of possible employers, set to the current employer.
First Name
The first name of this Person.
Middle Name
The middle name of this Person.
Last Name
The last name of this Person.
Salutation
A salutation that can be used to address this Person.
Email
The main email address of this Person.
Telephone
The main telephone number.
Mobile
The main mobile number for this Person.
Industry
The industry that this Person operates in.
Street Address
The main street address.
Town or City
The main town or city.
County/State
The main county or state.
Postcode/Zipcode
The main postcode or zipcode.
Country
The main country.
Preferred Language
The language that this Person prefers to converse in.
Special Requirements
Any special requirements that this Person may have.
Source
Where the information on this Party came from originally.
Campaign
The ID of the Marketing Campaign that discovered this Person.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found