What you can automate with QuickBooks

Drag any of these 30 actions into a process — no code, no API wrangling.

Balance sheet

Get balance sheet report from QuickBooks.

Create bill

Create a new bill (accounts payable) in QuickBooks.

Create credit memo

Create a QuickBooks credit memo.

Create customer

Create a new customer in QuickBooks.

Create deposit

Create a QuickBooks deposit.

Create estimate

Create a QuickBooks estimate/quote.

Create invoice

Create a new invoice in QuickBooks.

Create payment

Record a payment received in QuickBooks.

Create purchase

Create a QuickBooks purchase/expense.

Create vendor

Create a new vendor in QuickBooks.

Custom query

Execute a custom QuickBooks query using the QB query language.

Delete invoice

Delete/void an invoice in QuickBooks.

Get Company Info

Get company information

Get customer

Get a customer by ID from QuickBooks.

Get invoice

Get an invoice by ID from QuickBooks.

Get item

Get an item by ID from QuickBooks.

Get vendor

Get a vendor by ID from QuickBooks.

List accounts

Query chart of accounts in QuickBooks.

List bills

Query bills/payables in QuickBooks.

List customers

Query customers in QuickBooks.

List estimates

List QuickBooks estimates.

List invoices

Query invoices in QuickBooks.

List items

Query products/services in QuickBooks.

List payments

Query payments received in QuickBooks.

List Tax Codes

Query tax codes

List vendors

Query vendors/suppliers in QuickBooks.

Profit and loss

Get profit and loss report from QuickBooks.

Send invoice

Email an invoice to the customer from QuickBooks.

Update customer

Update a QuickBooks customer.

Update invoice

Update an existing invoice in QuickBooks (full update, include SyncToken).

How the QuickBooks connection works

1. Authenticate

QuickBooks uses oAuth 2.0 (sign in to authorise). Save the connection once and reuse it across every process.

2. Build the process

Drop QuickBooks steps onto the process map alongside desktop, browser, Excel and email steps.

3. Run it attended or unattended

Trigger on a schedule, an email, or a file landing in a folder. Credentials stay encrypted and every run is audited.

Because QuickBooks has an API, Automize talks to it directly in the cloud — no bot needed on a desktop. Where a system has no API, an Automize bot drives its interface instead.

QuickBooks Integration