--- title: "Connect Notion and QuickBooks Online - APIANT.ai" description: "When \"New Data Source Item\" fires in Notion, your agent runs \"Find customer by name\" in QuickBooks Online." canonical: "https://apiant.ai/connect/notion-to-quickbooks-online" --- # Connect Notion and QuickBooks Online When **New Data Source Item** fires in [Notion](https://apiant.ai/connections/notion), your agent runs **Find customer by name** in [QuickBooks Online](https://apiant.ai/connections/quickbooks-online), or **New bill** in QuickBooks Online to **Create Data Source Item** in Notion. Describe the whole flow and it is built, tested on every scenario and kept running. Notion **5** triggers Notion **23** actions QuickBooks Online **11** triggers QuickBooks Online **45** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Notion and QuickBooks Online to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Notion is where the team writes up clients, projects and spend; QuickBooks Online is where the money side lives. Connecting them means a new row in a Notion data source can raise an invoice or expense in QuickBooks, and a paid invoice or new bill in QuickBooks can update the matching Notion item, so neither side has to be retyped by hand. Example flows ## What Notion and QuickBooks Online can do together ### From Notion to QuickBooks Online - When **New Data Source Item** in Notion then **Find customer by name** in QuickBooks Online - When **Updated Properties in Data Source Item** in Notion then **Create customer** in QuickBooks Online ### From QuickBooks Online to Notion - When **New bill** in QuickBooks Online then **Create Data Source Item** in Notion - When **New paid invoice** in QuickBooks Online then **Update Data Source Item** in Notion Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Notion and QuickBooks Online ## Triggers and actions 16 triggers · 68 actions - Trigger **New Comment** Triggers when a new comment is created in your Notion workspace. You can filter by database or specific page. - Trigger **New Data Source Item** Triggers when a new item is created in a data source. - Trigger **Updated Content in Data Source Item** Triggers when the content in a data source item is updated. - Trigger **Updated Content in Page** Triggers when the content in a page is updated. - Trigger **Updated Properties in Data Source Item** Triggers when one or more properties of a data source item are updated. - Action **Add Block to Page** Adds a new content block to an existing Notion page. Supports various block types including paragraphs, headings, lists, to-dos, callouts, code blocks, and more. - Action **Add Comment** Adds a new comment to a Page. - Action **Add Content to Page** Adds Content to a Page. - Action **Archive Data Source Item** Soft deletes an item in a data source. - Action **Create Data Source Item** Creates an item in a data source. - Action **Create Page** Creates a Page inside a parent page - Action **Find Data Source Items** Searches for items in a data source by its properties. - Action **Find Page (By Title)** Searches for a page by title. - Action **Get Block** Retrieves a block by ID. - Action **Get Block Children** Retrieves child blocks of a parent block or page with support for pagination. - Action **Get Page** Retrieves a specific page or data source item from Notion using its ID. - Action **Get Page and Children** Retrieves a page by its ID and all of its block children. - Action **Get Page Comments** Retrieves comments from a Page. - Action **Get Page Property** Retrieves a specific property value from a Notion page. - Action **Get User Details** Retrieves user information by ID. - Action **Query Data Source (Advanced)** Query a Notion data source with advanced filtering and sorting using JSON. Supports complex logic like AND/OR conditions, multiple sorts, and all Notion filter types. - Action **Restore Data Source Item** Restores a data source item which was previously archived. - Action **Retrieve Database** This action retrieves a database in Notion using the ID of the database. - Action **Update Database** Updates a Notion database's title, description and column (property) schema. - Action **Update Data Source Item** Updates a data source item. - Action **Update Data Source Schema** Updates a Notion data source schema including properties and title. Allows adding, modifying, or removing data source properties to change the schema. - Action **Upload File to Data Source Item** Uploads a file to a files property in a data source item. - Action **Upload File to Page or Block** Uploads a file to a page or block in Notion. - Trigger **New bill** Polls for newly created bills (accounts payable), most recent first. - Trigger **New customer** Polls for newly created customers, most recent first. - Trigger **New estimate** Fires when a new estimate is created in QuickBooks Online. - Trigger **New invoice** Polls for newly created invoices, most recent first. - Trigger **New or updated customer** Fires when a QuickBooks customer is created or any of its details change. - Trigger **New or updated estimate** Fires when a QuickBooks estimate is created or edited. - Trigger **New or updated invoice** Fires when a QuickBooks invoice is created or edited — line items, amounts, due date, or status. - Trigger **New or updated item** Fires when a QuickBooks product or service item is created or edited. - Trigger **New or updated vendor** Fires when a QuickBooks vendor is created or any of its details change. - Trigger **New paid invoice** Polls for invoices that are fully paid (Balance = 0), most recently updated first. - Trigger **New payment** Polls for newly created customer payments, most recent first. - Action **Create account** Create an account in the QuickBooks chart of accounts — name, account type, and detail type. - Action **Create bill** Creates a new bill (accounts payable) for a vendor with a single account-based line item. - Action **Create credit memo** Creates a new credit memo for a customer with a single line item. - Action **Create customer** Creates a new customer in QuickBooks Online. - Action **Create estimate** Create a QuickBooks Online estimate (quote) for a customer. - Action **Create expense (purchase)** Creates a new expense (Purchase) paid from a bank/credit-card account with one account-based line. - Action **Create invoice** Creates a new invoice for a customer with a single line item. - Action **Create item (product/service)** Creates a new product or service item. - Action **Create journal entry** Create a QuickBooks journal entry with balanced debit and credit lines against the chart of accounts. - Action **Create payment** Records a customer payment, optionally applied against a specific invoice. - Action **Create refund receipt** Creates a new refund receipt for a customer with a single line item. - Action **Create sales receipt** Creates a new sales receipt for a customer with a single line item. - Action **Create vendor** Creates a new vendor in QuickBooks Online. - Action **Delete bill** Permanently delete a QuickBooks bill by Id. - Action **Delete credit memo** Permanently delete a QuickBooks credit memo by Id. - Action **Delete estimate** Permanently delete a QuickBooks estimate by Id. - Action **Delete invoice** Permanently delete a QuickBooks invoice by Id. Unlike voiding, this removes the transaction entirely. - Action **Delete sales receipt** Permanently delete a QuickBooks sales receipt by Id. - Action **Find account by name** Look up an account in the QuickBooks chart of accounts by its name. - Action **Find customer by name** Searches for a customer by display name and returns its Id and SyncToken. - Action **Find invoice by number** Look up a QuickBooks invoice by its document number (the invoice number customers see) rather than its internal Id. - Action **Find item by name** Look up a QuickBooks product or service item by its name. - Action **Find vendor by name** Look up a QuickBooks Online vendor by display name. - Action **Get bill balance** Returns the outstanding balance for a bill by its Id. - Action **Get customer by ID** Retrieves a single customer by its Id. - Action **Get estimate by ID** Retrieve a QuickBooks Online estimate by its ID. - Action **Get estimate PDF** Download the rendered PDF of a QuickBooks estimate by Id. - Action **Get invoice by ID** Retrieves a single invoice by its Id, including its balance. - Action **Get invoice PDF** Download the rendered PDF of a QuickBooks invoice by Id, for emailing or archiving. - Action **List accounts** List the accounts in the QuickBooks chart of accounts, with their type, detail type, and current balance. - Action **List attachments** List the files attached to a QuickBooks transaction or record, with their download links. - Action **List employees** List employees recorded in QuickBooks Online. - Action **List items** List products and services (items) defined in QuickBooks Online. - Action **Pay bill** Records a bill payment against a vendor bill, paid from the specified bank/credit-card account. - Action **Run query** Runs an arbitrary read-only QuickBooks Online query (QBO SQL-like syntax) and returns the raw QueryResponse. - Action **Send estimate** Email a QuickBooks Online estimate to the customer. - Action **Send invoice** Emails an invoice to the supplied email address (or the invoice's billing email if omitted). - Action **Update customer** Updates an existing customer (sparse update). Requires the customer Id and current SyncToken. - Action **Update estimate** Update an existing QuickBooks estimate by Id, changing only the fields supplied. - Action **Update invoice** Update an existing QuickBooks invoice by Id — a sparse update that changes only the fields supplied and leaves the rest of the invoice intact. - Action **Update item** Update an existing QuickBooks product or service item by Id — name, description, price, income account, or active flag. - Action **Update vendor** Update an existing QuickBooks vendor by Id — contact details, billing address, terms, or active flag. - Action **Upload attachment** Upload a file to QuickBooks and attach it to a transaction or record — a receipt on an expense, a contract on an invoice. - Action **Void invoice** Voids an existing invoice. Requires the invoice Id and current SyncToken. - Action **Void payment** Voids an existing customer payment. Requires the payment Id and current SyncToken. ## Each app on its own - [ **Notion** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connections/notion) - [ **QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connections/quickbooks-online) Reviews ## What our customers say ## More from Notion - [ **Notion to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/notion-to-hubspot) - [ **Notion to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/notion-to-slack) - [ **Notion to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/notion-to-stripe) - [ **Notion to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/notion-to-shopify) - [ **Notion to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/notion-to-pipedrive) - [ **Notion to Airtable** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/notion-to-airtable) ## More into QuickBooks Online - [ **HubSpot to QuickBooks Online** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-quickbooks-online) - [ **Slack to QuickBooks Online** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-quickbooks-online) - [ **Google Sheets to QuickBooks Online** Google Sheets](https://apiant.ai/connect/google-sheets-to-quickbooks-online) - [ **Gmail to QuickBooks Online** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-quickbooks-online) - [ **Google Calendar to QuickBooks Online** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-quickbooks-online) - [ **Google Drive to QuickBooks Online** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-quickbooks-online) Questions ## Notion and QuickBooks Online, answered ### ### Can a Notion item create the customer in QuickBooks if they aren't there yet? Yes. The flow can run Find customer by name in QuickBooks Online first, and only use Create customer when there is no match, before it goes on to create the invoice. ### ### Will Notion show when an invoice has been paid? Yes. The New paid invoice trigger in QuickBooks Online fires once the balance reaches zero, and the flow can then use Update Data Source Item in Notion to set the status and payment date on the matching row. ### ### What can start an automation from Notion? Any of Notion's 5 triggers in the catalog, including New Data Source Item, Updated Properties in Data Source Item, New Comment and Updated Content in Data Source Item. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in QuickBooks Online when something happens in Notion? Any of QuickBooks Online's 45 actions, including Create expense (purchase), Find customer by name, Send estimate and Create account. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from QuickBooks Online to Notion? Yes. When something happens in QuickBooks Online, your agent can act in Notion too. This page covers both directions: QuickBooks Online's triggers and Notion's actions are listed here as well. ### ### Do I have to build a connector for Notion or QuickBooks Online? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Notion and QuickBooks Online without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.