QuickBooks Integration

Accounting platform for invoices, bills, payments, and reports. Keep QuickBooks financial workflows accurate without repetitive manual updates. Start from Watch Accounts and send the resulting data through Get a List of Bank Accounts or Get a List of Cards for a Specific Customer.

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Supported triggers and actions for QuickBooks integration

Triggers can detect changes in QuickBooks and run actions that can create, search or modify data inside QuickBooks automatically [3] — exactly how you set them.

Watch AccountsTriggers when accounts are created or updated in QuickBooks.
Watch Bank AccountsTriggers when bank accounts are added for a customer in QuickBooks Payments.
Watch Bill PaymentsTriggers when bill payments are created or updated in QuickBooks.
Watch BillsTriggers when bills are created or updated in QuickBooks.
Watch CardsTriggers when cards are added for a customer in QuickBooks Payments.
Watch CustomersTriggers when customers are created or updated in QuickBooks.
Watch DepositsTriggers when deposits are created or updated in QuickBooks.
Watch EmployeesTriggers when employees are created or updated in QuickBooks.
Watch EstimatesTriggers when estimates are created or updated in QuickBooks.
Watch InvoicesTriggers when invoices are created or updated in QuickBooks.
Watch ItemsTriggers when items are created or updated in QuickBooks.
Watch PaymentsTriggers when payments are created or updated in QuickBooks.
Watch Purchase OrdersTriggers when purchase orders are created or updated in QuickBooks.
Watch PurchasesTriggers when purchases are created or updated in QuickBooks.
Watch Refund ReceiptsTriggers when refund receipts are created or updated in QuickBooks.
Watch VendorsTriggers when vendors are created or updated in QuickBooks.
Get a List of Bank AccountsGets a List of Bank Accounts.
Get a List of Cards for a Specific CustomerGets a List of Cards for a Specific Customer.
Get a Payment as PDFGets a Payment as PDF.
Get a Payment ReceiptGets a Payment Receipt.
Get a Purchase Order as PDFGets a Purchase Order as PDF.
Get a Refund by IDGets a Refund by ID.
Get a Refund Receipt as PDFGets a Refund Receipt as PDF.
Get an Estimate as PDFGets an Estimate as PDF.
Get an Invoice as PDFGets an Invoice as PDF.
Get Details About a Bank AccountGets details About a Bank Account.
Get Details About a CardGets details About a Card.
Get Details About a ChargeGets details About a Charge.
Get E Check DetailsGet eCheck details.
Get E Check Refund DetailsGet eCheck refund details.
Query a BillQueries a Bill.
Query a BillpaymentQueries a Billpayment.
Query a BundleQueries a Bundle.
Query a CategoryQueries a Category.
Query a CustomerQueries a Customer.
Query a DepositQueries a Deposit.
Query a PaymentQueries a Payment.
Query a PurchaseQueries a Purchase.
Query a Purchase OrderQueries a Purchase Order.
Query a Refund ReceiptQueries a Refund Receipt.
Query a VendorQueries a Vendor.
Query an AccountQueries an Account.
Query an EmployeeQueries an Employee.
Query an EstimateQueries an Estimate.
Query an InvoiceQueries an Invoice.
Query an ItemQueries an Item.
Read a BillReads a Bill.
Read a BillpaymentReads a Billpayment.
Read a BundleReads a Bundle.
Read a CategoryReads a Category.
Read a CustomerReads a Customer.
Read a DepositReads a Deposit.
Read a PaymentReads a Payment.
Read a PurchaseReads a Purchase.
Read a Purchase OrderReads a Purchase Order.
Read a Refund ReceiptReads a Refund Receipt.
Read a VendorReads a Vendor.
Read an AccountReads an Account.
Read an EmployeeReads an Employee.
Read an EstimateReads an Estimate.
Read an InvoiceReads an Invoice.
Read an ItemReads an Item.
Capture a ChargeCaptures a Charge.
Create a Bank AccountCreates a Bank Account.
Create a Bank Account from a TokenCreates a Bank Account from a Token.
Create a BillCreates a Bill.
Create a BillpaymentCreates a Billpayment.
Create a CardCreates a Card.
Create a Card from a TokenCreates a Card from a Token.
Create a CategoryCreates a Category.
Create a ChargeCreates a Charge.
Create a CustomerCreates a Customer.
Create a DepositCreates a Deposit.
Create a PaymentCreates a Payment.
Create a PurchaseCreates a Purchase.
Create a Purchase OrderCreates a Purchase Order.
Create a Refund ReceiptCreates a Refund Receipt.
Create a TokenCreates a Token.
Create a VendorCreates a Vendor.
Create an AccountCreates an Account.
Create an E CheckCreate an eCheck.
Create an EmployeeCreates an Employee.
Create an EstimateCreates an Estimate.
Create an InvoiceCreates an Invoice.
Create an ItemCreates an Item.
Create Token (IE8/IE9)Legacy Create Token endpoint for IE8/IE9 clients. Identical body to Create Token.
Delete a Bank AccountDeletes a Bank Account.
Delete a BillDeletes a Bill.
Delete a BillpaymentDeletes a Billpayment.
Delete a CardDeletes a Card.
Delete a DepositDeletes a Deposit.
Delete a PaymentDeletes a Payment.
Delete a PurchaseDeletes a Purchase.
Delete a Purchase OrderDeletes a Purchase Order.
Delete a Refund ReceiptDeletes a Refund Receipt.
Delete an EstimateDeletes an Estimate.
Delete an InvoiceDeletes an Invoice.
Full Update a BillPerforms the update a Bill operation.
Full Update a BillpaymentPerforms the update a Billpayment operation.
Full Update a CustomerPerforms the update a Customer operation.
Full Update a DepositPerforms the update a Deposit operation.
Full Update a PaymentPerforms the update a Payment operation.
Full Update a PurchasePerforms the update a Purchase operation.
Full Update a Purchase OrderPerforms the update a Purchase Order operation.
Full Update a Refund ReceiptPerforms the update a Refund Receipt operation.
Full Update a VendorPerforms the update a Vendor operation.
Full Update an AccountPerforms the update an Account operation.
Full Update an EmployeePerforms the update an Employee operation.
Full Update an EstimatePerforms the update an Estimate operation.
Full Update an InvoicePerforms the update an Invoice operation.
Full Update an ItemPerforms the update an Item operation.
Make an API CallPerforms an arbitrary authorized API call.
Query a Customer SalesQuery a report.
Query a TransactionListQuery a report.
Query Customer BalanceQuery a report.
Query Customer Transaction ListQuery a report.
Query Department SalesQuery a report.
Query ItemSalesQuery a report.
Query Vendor Transaction ListQuery a report.
Refund a ChargeRefunds a Charge.
Send a PaymentSends a Payment.
Send a Purchase OrderSends a Purchase Order.
Send a Refund ReceiptSends a Refund Receipt.
Send an EstimateSends an Estimate.
Send an InvoiceSends an Invoice.
Sparse Update a CustomerPerforms the update a Customer operation.
Sparse Update a DepositPerforms the update a Deposit operation.
Sparse Update a Refund ReceiptPerforms the update a Refund Receipt operation.
Sparse Update an EstimatePerforms the update an Estimate operation.
Sparse Update an InvoicePerforms the update an Invoice operation.
Update a CategoryUpdates a Category.
Void a BillpaymentPerforms the a Billpayment operation.
Void a ChargePerforms the a Charge operation.
Void a PaymentPerforms the a Payment operation.
Void an InvoicePerforms the an Invoice operation.
Void or Refund an E CheckVoid or refund an eCheck.

How to integrate QuickBooks in automation workflow?

3 simple steps to make your QuickBooks connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select QuickBooks in workflow

Pick QuickBooks app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect QuickBooks

When prompted, authorize access to QuickBooks in WEXTL once. QuickBooks credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your QuickBooks account. Approve?

STEP 3

Build a workflow

Build your workflow with QuickBooks yourself or with WEXTL® AI Builder. Connect QuickBooks to any available integrations [5], or use HTTP node to go beyond them.

QuickBooks

How QuickBooks connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever QuickBooks app is called in workflows. That allows your finance automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that QuickBooks supports.

Full QuickBooks API documentation

The following table illustrates what fields QuickBooks integration require during authorization flow inside our workflow builder [4].

Demonstration of QuickBooks connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
Client IDRequired	text	Your Intuit app's Client ID from the Intuit Developer Portal (Keys & OAuth section).
Client SecretRequired	password	Your Intuit app's Client Secret from the Intuit Developer Portal.
EnvironmentRequired	select	Choose Production for a live QuickBooks Online company, or Sandbox for testing with a sandbox company.

Connect QuickBooks to popular apps on WEXTL

Enter a name of the other app you want to sync with QuickBooks below. Click on selected app to explore integration options with QuickBooks. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with QuickBooks integration

Select Watch Bill Payments trigger from QuickBooks - this will be a starting point in your automation. Whenever event happens in QuickBooks, workflow will start [7] from Watch Bill Payments node.

Search for Create a Bill, connect it as the next step of integration sequence. You can use filters between Watch Bill Payments and Create a Bill, so only important data pass from Watch Bill Payments to the next step. WEXTL gives you full control over the process of QuickBooks automation. All parts of workflow are visible on the canvas [4].

QuickBooks on WEXTL has 136 modules for building finance automations. Explore QuickBooks documentation for more.

QuickBooks

Watch Bill Payments

Bill

Performs action

Bill

Triggers

QuickBooks

Create a Bill

Demonstration of how visual QuickBooks automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating QuickBooks in your workflows.

QuickBooks has 16 triggers, including "Watch Accounts", "Watch Bank Accounts", and "Watch Bill Payments", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 120 actions, including "Get a List of Bank Accounts", "Get a List of Cards for a Specific Customer", and "Get a Payment as PDF", and more. Refer to our QuickBooks Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The QuickBooks integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by QuickBooks official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where QuickBooks provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever QuickBooks or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for QuickBooks inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with QuickBooks modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the QuickBooks integration.

QuickBooks integration source code, module specs and credentials implementation.
Internal QuickBooks integration documentation, structured input and output parameters, scopes, and authentication methods.
Official QuickBooks vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
WEXTL® Apps Library
WEXTL® QuickBooks App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

QuickBooks Integration

Supported triggers and actions for QuickBooks integration