QuickBooks Online + Recruit CRM + Filter by Zapier
Create invoices in QuickBooks when new deal stages are updated to "won" in Recruit CRM
This integration will automatically create a new invoice in QuickBooks every time a deal stage is updated to "won" in Recruit CRM. This is an efficient way to keep track of all your won deals while also managing the revenue numbers by automatically raising the necessary invoices for your customers!
This integration will automatically create a new invoice in QuickBooks every time a deal stage is updated to "won" in Recruit CRM. This is an efficient way to keep track of all your won deals while also managing the revenue numbers by automatically raising the necessary invoices for your customers!
- When this happens...
Deal Stage UpdatedTriggers when a deal stage is updated.
TriggerInstantThis event starts a Zap instantly. - automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilterSet conditions for when a specific action should run in your Zap. - then do this...
Find CustomerFind a customer by name or email address.
ActionSearchFind existing data in your app - then do this!Create Invoice
Adds a new invoice (with line item support).
ActionWriteCreate a new record or update an existing record in your app.
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Call Log Added
Triggers when a new call log is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Assigned
Triggers when a candidate is assigned to a job.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Applied Through Job Page
Trigger when a new candidate applied through jobs page.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Deleted
Triggers when a candidate is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Hiring Stage Updated
Triggers when a candidate's hiring stage is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Opted Out
Triggers when a candidate opts out of email
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Unenrolled
Triggers when a candidate is unenrolled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client Feedback Received
Triggers when a client feedback is recevied.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Deleted
Triggers when a company is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Added
Triggers when a new contact is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Enrolled
Triggers when a contact is enrolled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Opted Out
Triggers when a contact opts out of email
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Deleted
Triggers when a deal is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Updated
Triggers when a deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Hotlist Added
Triggers when a new hotlist is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Hotlist Updated
Triggers when a hotlist is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Deleted
Triggers when a job is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Updated
Triggers when a Job is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Meeting Added
Triggers when a new meeting is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note Updated
Triggers when a note is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Added
Triggers when a new task is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.First NameRequired
Last Name
Email
Phone
Gender
Educational Qualification ID
Educational Specialization
Total Experience (Years)
Date of Birth
Profile Updated On
Current Salary
Salary Expectation
Willing to Relocate
Current Organization
Current Organization Slug
Current Employment Status
Notice Period (Days)
Currency ID
Facebook Profile URL
Twitter Profile URL
LinkedIn Profile URL
Github Profile URL
Xing Profile URL
City
Locality
State
Country
Full Address
Relevant Experience (Years)
Title
Available From
Salary Type ID
Source
Language Skills
Skill
Resume
Avatar
Owner
Created By
Candidate Summary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last Name
Title
Email
Phone
StageRequired
Company Slug
City
Locality
Full Address
Linkedin Profile URL
Twitter Profile URL
Facebook Profile URL
Xing Profile URL
Avatar
Owner
Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Hotlist nameRequired
Related EntityRequired
ShareRequired
Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Description
Meeting Type
Address
ReminderRequired
Starting OnRequired
End TimeRequired
Related To
Related To Type
Attendee Users
Attendee Contacts
Attendee Candidates
Owner
Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Task
Add a new Task.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate SlugRequired
Job SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Slug of ContactRequired
Opt Out StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sequence IDRequired
Prospect SlugRequired
Enrolled by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prospect SlugRequired
Unenrolled by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call Log IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate SlugRequired
Job SlugRequired
Status IDRequired
Remark
Stage Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Related EntityRequired
Related ToRequired
Created By
Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email
LinkedIn Profile URL
Contact Number
Candidate Slug
State
Country
Created From Date
Created To Date
Updated From Date
Updated To Date
Exact Search
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Last Name
Email
LinkedIn Profile URL
Company Name
Contact Number
Company Slug
Contact Slug
Created From Date
Created To Date
Updated From Date
Updated To Date
Exact Search
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appEnrollment ID
Sequence ID
Slug of Prospect
Prospect Type
Enrollment Status
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appJob title
Company Name
Job Slug
Created From Date
Created To Date
Updated From Date
Updated To Date
Exact Search
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appAssociated entity's slugRequired
Associated entity's Name i.e. candidate/ company/ contact/ jobRequired
Added From Date
Added To Date
Updated From Date
Updated To Date
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appOnly continue if...Required
ActionThis is an event a Zap performs.FilterSet conditions for when a specific action should run in your Zap.
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
Bill Number
Line Item
Line Description
AmountRequired
Qty
Unit Price
Line Class
AP Account
Customer
Due Date
Transaction Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VendorRequired
Terms
Transaction Date
Due Date
Bill Number
Department
Global Tax Calculation
Product/Service
Description
Qty
Rate
AmountRequired
Billable?
Customer
Line Class
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
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
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Bill with Parent?
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
Payment TypeRequired
Bank/Credit AccountRequired
Payment Date
Payment Method
Reference Number
Print Later?
Account
Description
Amount
Billable Status
Tax Code
Customer
Class
Product/Service
Description
Quantity
Rate
Amount
Billable Status
Tax Code
Customer
Class
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Journal Date
Journal Number
AccountRequired
Debit AmountRequired
Description
Customer Name
Vendor Name
Employee Name
Department
Class
AccountRequired
Credit AmountRequired
Description
Customer Name
Vendor Name
Employee Name
Department
Class
Memo
Currency
Exchange Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer
Find Customer by Name/Email
Email
Send Later?
Note
Message
Line AmountRequired
Service Date
Line Description
Product/Service
Line Item Quantity
Line Item Unit Price
Line Item Tax Code
Line Item Class
Transaction Date
Total Discount
Payment Method
Payment Reference Number
Deposit To 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
Exchange Rate
Class
Tax Code
Total Tax
Tax Calculation
Shipping Tax
Shipping Cost
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
Shipping Address
Purchase Order Date
Ship Via
Purchase Order Number
Account
Description
Amount
Customer
Class
Product/Service
Description
Quantity
Rate
Amount
Customer
Class
Your Message to Vendor
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time Activity TypeRequired
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
Amount
Tax
Class
Message Displayed on Invoice
Message Displayed on Statement
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax Code
Total Tax
Tax Calculation
Apply Tax After Discount?
Discount Value
Discount Percent
Shipping Tax
Shipping
Deposit
Class
Department
Location
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
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
Full NameRequired
Display Name
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
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Bill with Parent?
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 found
Call Log Updated
Triggers when a call log is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Added
Triggers when a new candidate is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Added Through Talent Pool
Trigger when a new candidate applied through Talent Pool.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Enrolled
Triggers when a candidate is enrolled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Opted In
Triggers when a candidate opts in for email
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Profile Updated
Triggers when a candidate updates thier profile.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Updated
Triggers when a new candidate is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Added
Triggers when a new company is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Updated
Triggers when a company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Deleted
Triggers when a contact is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Opted In
Triggers when a contact opts in for email
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Unenrolled
Triggers when a contact is unenrolled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Added
Triggers when a new deal is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Stage Updated
Triggers when a deal stage is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.File Uploaded
Triggers when a new file is uploaded for an entity in the files section.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Record Added to Hotlist
Triggers when a new record is added to hotlist.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Added
Triggers when a new job is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Status Updated
Triggers when a job status is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Meeting Updated
Triggers when a Meeting is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note Added
Triggers when a new note is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Updated
Triggers when a Task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call DirectionRequired
Custom Call Type
Call Start Date & TimeRequired
Contact NumberRequired
Call Notes
Related EntityRequired
Related ToRequired
Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Industry ID
Company NameRequired
Company Logo
Facebook Profile URL
Twitter Profile URL
LinkedIn profile URL
City
Full Address
Website
Owner
Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal NameRequired
Deal StageRequired
Deal ValueRequired
Close DateRequired
Deal TypeRequired
Company Slug
Contacts
Jobs
Candidates
Owner
Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job TitleRequired
Company SlugRequired
Contact Slug
Secondary Contact Slug
Note For Candidates
Number Of OpeningsRequired
Minimum Experience (Years)
Maximum Experience (Years)
Minimum Annual Salary
Maximum Annual Salary
Salary Type
Currency ID
Job Status
Job Status Comment
City
Job Skills
Job Type
Job Category
Locality
Country
State
Full Address
Enable job application form
Show Company Logo
Educational Specialization
Educational Qualification
Job Description Text
Job Application Form Questions
Collaborators
Job Description File
Owner
Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note Type
Note DescriptionRequired
Related Entity
Related To
Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Hotlist IDRequired
Entity SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Slug of CandidateRequired
Opt Out StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sequence IDRequired
Prospect SlugRequired
Enrolled by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate SlugRequired
Job SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prospect SlugRequired
Unenrolled by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate SlugRequired
Job SlugRequired
Candidate's VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact SlugRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Hotlist IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Meeting IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call Direction
Associated entity's slugRequired
Associated entity's Name i.e. candidate/ company/ contact/ jobRequired
Call Started From Date
Call Started To Date
Call Updated From Date
Call Updated To Date
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
Company Slug
Created From Date
Created To Date
Updated From Date
Updated To Date
Exact Search
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal Name
Deal Stage
Company Name
Owner Name
Closing From Date
Closing To Date
Added From Date
Added To Date
Updated From Date
Updated To Date
Deal Slug
Exact Search
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appAssociated entity's Name i.e. candidate/ company/ contact/ jobRequired
Hotlist Name
Shared
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appMeeting title
Related ToRequired
Related To TypeRequired
Starting From
Starting To
Created From Date
Created To Date
Updated From Date
Updated To Date
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appTask title
Related ToRequired
Related To TypeRequired
Starting From
Starting To
Created From Date
Created To Date
Updated From Date
Updated To Date
Expand Entities
ActionThis is an event a Zap performs.SearchFind existing data in your appNew 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
Global Tax Calculation
Description
AmountRequired
Billable?
Customer
Class
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
Credit Memo Number
Class
AmountRequired
Service Date
Product/Service
Description
Quantity
Rate
Tax
Class
Message Displayed On Credit Memo
Memo
Apply Tax After Discount?
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
Number
Line AmountRequired
Line Description
Line Item/Product
Line Item Quantity
Line Item Tax Code
Line Item Service Date
Rate
Expiration Date
Message displayed on estimate
Billing Address
Shipping Address
Shipping amount
Bill Email
Send later
Discount Value
Discount Percent
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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
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
AmountRequired
Tax
Class
Message Displayed on Invoice
Message Displayed on Statement
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax Code
Total Tax
Tax Calculation
Apply Tax After Discount?
Discount Value
Discount Percent
Shipping Tax
Shipping
Deposit
Class
Department
Location
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Total AmountRequired
Unapplied Amount
Transaction Date
Payment Method
Payment Reference Number
Deposit To Account
Line Amount
Memo
Line Linked Invoice
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
Refund Receipt Date
Refund Receipt Number
Transaction Class
Payment Method
Check Number
Print Later?
Product/ServiceRequired
AmountRequired
Service Date
Description
Quantity
Rate
Tax
Class
Message Displayed On Refund Receipt
Memo
Apply Tax After Discount?
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
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
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
ActionThis is an event a Zap performs.SearchFind existing data in your appFull 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.Search or writeFind existing data in your app, or create a new record if no data is found
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.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.