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QuickBooks

Payments connector

QuickBooks

Poll QuickBooks Online for new and changed invoices, bills and payments, delivered to Tessel as typed events. Create invoices and record bill payments once a named person approves.

Connect QuickBooks
Connect QuickBooks
See setup steps
See setup steps

Payments

Category

Polling

Sync mode

Every 60 s

Latency

4 min

Setup time

What it can do

Triggers · 4
  • Invoice created or updatedPoll
  • Bill createdPoll
  • Payment receivedPoll
  • Customer updatedPoll
Actions · 4
  • Run a queryQuery
  • Create an invoiceWrite
  • Update a customerWrite
  • Record a bill paymentApproval

Overview

The QuickBooks connector reads changes from QuickBooks Online through the change data capture endpoint. Each new or edited entity becomes a typed event with its full record, and each poll appears in the trace with the timestamp it started from.

Small finance teams use it to email a receipt through Gmail when a payment arrives, to create invoices from closed deals in Stripe or HubSpot and to post a weekly list of unpaid bills to Slack.

Supported objects

  • Invoices, bills, payments, bill payments and customers

  • Vendors, items and accounts through the query action

  • QuickBooks Online Simple Start, Essentials, Plus and Advanced

How polling works

Every 60 seconds Tessel asks the CDC endpoint for entities changed since its last cursor. Deleted entities come back with a deleted status, so workflows can react to removals too. Records edited twice between polls arrive once, in their latest state.

GET /v3/company/9130356012345/cdc
  ?entities=Invoice,Bill,Payment,Customer
  &changedSince=2026-10-06T09:14:00Z
Authorization: Bearer <access_token>
Accept: application/json
GET /v3/company/9130356012345/cdc
  ?entities=Invoice,Bill,Payment,Customer
  &changedSince=2026-10-06T09:14:00Z
Authorization: Bearer <access_token>
Accept: application/json
GET /v3/company/9130356012345/cdc
  ?entities=Invoice,Bill,Payment,Customer
  &changedSince=2026-10-06T09:14:00Z
Authorization: Bearer <access_token>
Accept: application/json

Catching up

The CDC endpoint returns up to 30 days of changes. If a connection is paused for longer, Tessel switches to queries on MetaData.LastUpdatedTime and pages through until it is current.

Permissions needed

Tessel connects with OAuth 2.0 through Intuit. It needs the accounting scope, which covers reads and writes. Ask a company admin to connect, since standard users may not see every entity.

  • com.intuit.quickbooks.accounting for all reads and writes

  • openid and email to show who connected in the audit log

  • Company admin, or a standard user with all access

Setup

Five steps. About four minutes.

Most of the time goes into signing in with Intuit. Tessel runs a first poll before you finish.

  1. Sign in with Intuit and pick the companyQuickBooks1 min
  2. Approve the accounting scopeQuickBooks1 min
  3. Choose entities to watch and a poll intervalTessel1 min
  4. Name an approver and a backup for bill paymentsTessel1 min
  5. Create a test invoice and wait for the next pollVerify60 s

Your books, in a workflow today.

Connect QuickBooks on the free plan. Up to three builders and 10,000 runs a month, no card required.

Connect QuickBooks
Connect QuickBooks
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One email a month. Only what shipped.

A1

Product

C1

Layouts

D1

Company

E1

Template

F1

All systems operational
fra41 ms
iad38 ms
sin52 ms

C2

Elsewhere

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E2

Move across the wordmark168 blocks · iso 30°

One email a month. Only what shipped.

A1

Product

C1

Layouts

D1

Company

E1

Template

F1

All systems operational
fra41 ms
iad38 ms
sin52 ms

C2

Elsewhere

XLinkedInGitHubYouTube

E2

Move across the wordmark168 blocks · iso 30°

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