QuickBooks

The first time you add a Quickbooks card to a FLO, you need to set up a configuration for that Connector. Setting up a configuration will allow you to connect to your Quickbooks account, save the information, and reuse that configuration next time you build a FLO with the connector. That way, you don’t have to sign in every time you want to build a FLO with this Connector. After you’ve set up one configuration, you can choose to use that configuration again, or set up a new one.

You can set up and save multiple configurations and share them with your teammates. Here’s how to set up a new configuration in Quickbooks:

  1. Add the Quickbooks card you would like to use to your FLO. If you already have configurations set up, you will have to select Add Account to create a new configuration. If you don’t have any configurations set up, you will automatically be taken to the next step.
  2. Choose a nickname for your configuration. Choose something unique, since you may need to be able to tell multiple configurations apart in the future.
  3. Find your Quickbooks company ID. It’s a 15-digit number separated by spaces (e.g. 1234 5678 9123 456). To find the company ID, log into your Quickbooks account, go to Settings > Your Account > Billing Info, and copy the Company ID:

  4. Enter your Comany ID without spaces (e.g. 123456789123456)

  5. Click Next.

  6. Quickbooks will now open a popup window that will allow you to log into their service. Follow the instructions to complete authentication.

Events:

  • New Invoice
  • New Payment - Start a FLO when a payment is made
  • Updated Invoice

Actions:

  • Add Line Item to Invoice - Adds an Item to Invoice by Item ID
  • Build Line Item for Invoice
  • Create Customer - Creates a New Customer
  • Create Invoice - Creates a New Invoice.
  • Read Customer - Read the details of existing Customer by Customer ID
  • Read Invoice - Read the details of existing Invoice using Invoice ID
  • Read Product or Service - Read the details of existing product/service by ID
  • Search Customers - Search for a Customer by certain fields
  • Search Invoices - Searche for an invoice by certain fields
  • Search Products and Services - Search for an Item by certain fields
  • Update Customer - Updates the details of the Customer by Customer ID
  • Update Invoice - Update an existing Invoice using Invoice ID
  • Update Invoice Line Item