Finance ยท CONNECTIONManage accounting customers, bills, invoices, payments and more in one authorized company.
Explore 42 workflow actions for QuickBooks Online, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create one bill.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create one customer.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create one employee.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create one estimate.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create one invoice.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create one payment.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create one vendor.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete one bill by ID and revision token.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete one estimate by ID and revision token.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete one invoice by ID and revision token.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete one payment by ID and revision token.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read one bill by ID.
Depends on the connected account and selected operation. Check the service documentation.
Read one customer by ID.
Depends on the connected account and selected operation. Check the service documentation.
Read one employee by ID.
Depends on the connected account and selected operation. Check the service documentation.
Read one estimate by ID.
Depends on the connected account and selected operation. Check the service documentation.
Read one invoice by ID.
Depends on the connected account and selected operation. Check the service documentation.
Read one item by ID.
Depends on the connected account and selected operation. Check the service documentation.
Read one payment by ID.
Depends on the connected account and selected operation. Check the service documentation.
Read one purchase by ID.
Depends on the connected account and selected operation. Check the service documentation.
Read a transaction list report for a bounded date window.
Depends on the connected account and selected operation. Check the service documentation.
Read one vendor by ID.
Depends on the connected account and selected operation. Check the service documentation.
Read one bounded page of bills from the connected company.
Depends on the connected account and selected operation. Check the service documentation.
Pagination: offset. Check the result for additional pages; a single action may not return every record.
Read one bounded page of customers from the connected company.
Depends on the connected account and selected operation. Check the service documentation.
Pagination: offset. Check the result for additional pages; a single action may not return every record.
Read one bounded page of employees from the connected company.
Depends on the connected account and selected operation. Check the service documentation.
Pagination: offset. Check the result for additional pages; a single action may not return every record.
Read one bounded page of estimates from the connected company.
Depends on the connected account and selected operation. Check the service documentation.
Pagination: offset. Check the result for additional pages; a single action may not return every record.
Read one bounded page of invoices from the connected company.
Depends on the connected account and selected operation. Check the service documentation.
Pagination: offset. Check the result for additional pages; a single action may not return every record.
Read one bounded page of items from the connected company.
Depends on the connected account and selected operation. Check the service documentation.
Pagination: offset. Check the result for additional pages; a single action may not return every record.
Read one bounded page of payments from the connected company.
Depends on the connected account and selected operation. Check the service documentation.
Pagination: offset. Check the result for additional pages; a single action may not return every record.
Read one bounded page of purchases from the connected company.
Depends on the connected account and selected operation. Check the service documentation.
Pagination: offset. Check the result for additional pages; a single action may not return every record.
Read one bounded page of vendors from the connected company.
Depends on the connected account and selected operation. Check the service documentation.
Pagination: offset. Check the result for additional pages; a single action may not return every record.
Email one estimate using QuickBooks.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Email one invoice using QuickBooks.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Email one payment using QuickBooks.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Sparse-update one bill using its current revision token.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Sparse-update one customer using its current revision token.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Sparse-update one employee using its current revision token.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Sparse-update one estimate using its current revision token.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Sparse-update one invoice using its current revision token.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Sparse-update one payment using its current revision token.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Sparse-update one vendor using its current revision token.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Void one invoice by ID and revision token.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Void one payment by ID and revision token.
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in QuickBooks Online. A saved workflow is not a completed provider action.
