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.
Payments
Category
Polling
Sync mode
Every 60 s
Latency
4 min
Setup time
What it can do
- Invoice created or updatedPoll
- Bill createdPoll
- Payment receivedPoll
- Customer updatedPoll
- 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.
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.accountingfor all reads and writesopenidandemailto show who connected in the audit logCompany admin, or a standard user with all access
Five steps. About four minutes.
Most of the time goes into signing in with Intuit. Tessel runs a first poll before you finish.
- Sign in with Intuit and pick the companyQuickBooks1 min
- Approve the accounting scopeQuickBooks1 min
- Choose entities to watch and a poll intervalTessel1 min
- Name an approver and a backup for bill paymentsTessel1 min
- 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.