Integration
Connect QuickBooks Online to ConfigCat
When something happens in QuickBooks Online, your agent does the next thing in ConfigCat. Describe it in plain language and the automation is built, tested on every branch and kept running.
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Triggers and actions 11 triggers · 73 actions
Trigger
New billPolls for newly created bills (accounts payable), most recent first.
Trigger
New customerPolls for newly created customers, most recent first.
Trigger
New estimateFires when a new estimate is created in QuickBooks Online.
Trigger
New invoicePolls for newly created invoices, most recent first.
Trigger
New or updated customerFires when a QuickBooks customer is created or any of its details change.
Trigger
New or updated estimateFires when a QuickBooks estimate is created or edited.
Trigger
New or updated invoiceFires when a QuickBooks invoice is created or edited — line items, amounts, due date, or status.
Trigger
New or updated itemFires when a QuickBooks product or service item is created or edited.
Trigger
New or updated vendorFires when a QuickBooks vendor is created or any of its details change.
Trigger
New paid invoicePolls for invoices that are fully paid (Balance = 0), most recently updated first.
Trigger
New paymentPolls for newly created customer payments, most recent first.
Action
Create accountCreate an account in the QuickBooks chart of accounts — name, account type, and detail type.
Action
Create billCreates a new bill (accounts payable) for a vendor with a single account-based line item.
Action
Create credit memoCreates a new credit memo for a customer with a single line item.
Action
Create customerCreates a new customer in QuickBooks Online.
Action
Create estimateCreate 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 invoiceCreates 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 entryCreate a QuickBooks journal entry with balanced debit and credit lines against the chart of accounts.
Action
Create paymentRecords a customer payment, optionally applied against a specific invoice.
Action
Create refund receiptCreates a new refund receipt for a customer with a single line item.
Action
Create sales receiptCreates a new sales receipt for a customer with a single line item.
Action
Create vendorCreates a new vendor in QuickBooks Online.
Action
Delete billPermanently delete a QuickBooks bill by Id.
Action
Delete credit memoPermanently delete a QuickBooks credit memo by Id.
Action
Delete estimatePermanently delete a QuickBooks estimate by Id.
Action
Delete invoicePermanently delete a QuickBooks invoice by Id. Unlike voiding, this removes the transaction entirely.
Action
Delete sales receiptPermanently delete a QuickBooks sales receipt by Id.
Action
Find account by nameLook up an account in the QuickBooks chart of accounts by its name.
Action
Find customer by nameSearches for a customer by display name and returns its Id and SyncToken.
Action
Find invoice by numberLook up a QuickBooks invoice by its document number (the invoice number customers see) rather than its internal Id.
Action
Find item by nameLook up a QuickBooks product or service item by its name.
Action
Find vendor by nameLook up a QuickBooks Online vendor by display name.
Action
Get bill balanceReturns the outstanding balance for a bill by its Id.
Action
Get customer by IDRetrieves a single customer by its Id.
Action
Get estimate by IDRetrieve a QuickBooks Online estimate by its ID.
Action
Get estimate PDFDownload the rendered PDF of a QuickBooks estimate by Id.
Action
Get invoice by IDRetrieves a single invoice by its Id, including its balance.
Action
Get invoice PDFDownload the rendered PDF of a QuickBooks invoice by Id, for emailing or archiving.
Action
List accountsList the accounts in the QuickBooks chart of accounts, with their type, detail type, and current balance.
Action
List attachmentsList the files attached to a QuickBooks transaction or record, with their download links.
Action
List employeesList employees recorded in QuickBooks Online.
Action
List itemsList products and services (items) defined in QuickBooks Online.
Action
Pay billRecords a bill payment against a vendor bill, paid from the specified bank/credit-card account.
Action
Run queryRuns an arbitrary read-only QuickBooks Online query (QBO SQL-like syntax) and returns the raw QueryResponse.
Action
Send estimateEmail a QuickBooks Online estimate to the customer.
Action
Send invoiceEmails an invoice to the supplied email address (or the invoice's billing email if omitted).
Action
Update customerUpdates an existing customer (sparse update). Requires the customer Id and current SyncToken.
Action
Update estimateUpdate an existing QuickBooks estimate by Id, changing only the fields supplied.
Action
Update invoiceUpdate 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 itemUpdate an existing QuickBooks product or service item by Id — name, description, price, income account, or active flag.
Action
Update vendorUpdate an existing QuickBooks vendor by Id — contact details, billing address, terms, or active flag.
Action
Upload attachmentUpload a file to QuickBooks and attach it to a transaction or record — a receipt on an expense, a contract on an invoice.
Action
Void invoiceVoids an existing invoice. Requires the invoice Id and current SyncToken.
Action
Void paymentVoids an existing customer payment. Requires the payment Id and current SyncToken.
Action
Add ConfigCreate a new config within a product. POST /v1/products/{productId}/configs
Action
Add FlagCreate a new feature flag or setting within a config. POST /v1/configs/{configId}/settings
Action
Add SegmentCreate a new segment within a product. POST /v1/products/{productId}/segments
Action
Add TagCreate a new tag within a product. POST /v1/products/{productId}/tags
Action
Delete ConfigDelete a config. DELETE /v1/configs/{configId}
Action
Delete FlagDelete a feature flag or setting. DELETE /v1/settings/{settingId}
Action
Delete SegmentDelete a segment. DELETE /v1/segments/{segmentId}
Action
Delete TagDelete a tag. DELETE /v1/tags/{tagId}
Action
Get ConfigGet a single config by id. GET /v1/configs/{configId}
Action
Get EnvironmentGet a single environment by id. GET /v1/environments/{environmentId}
Action
Get FlagGet a single feature flag or setting by id. GET /v1/settings/{settingId}
Action
Get Flag valueGet the current served value of a feature flag or setting in an environment. GET /v1/settings/{settingKeyOrId}/value
Action
Get ProductGet a single product by id. GET /v1/products/{productId}
Action
Get SegmentGet a single segment by id. GET /v1/segments/{segmentId}
Action
Get TagGet a single tag by id. GET /v1/tags/{tagId}
Action
List ConfigsList all configs (SDK config bundles) within a product. GET /v1/products/{productId}/configs
Action
List EnvironmentsList all environments within a product. GET /v1/products/{productId}/environments
Action
List FlagsList all feature flags and settings within a config. GET /v1/configs/{configId}/settings
Action
List OrganizationsList all organizations the caller has access to. GET /v1/organizations
Action
List ProductsList all products the caller has access to. GET /v1/products
Action
List SegmentsList all segments within a product. GET /v1/products/{productId}/segments
Action
List TagsList all tags within a product. GET /v1/products/{productId}/tags
Action
Update ConfigUpdate a config's name/description/order. PUT /v1/configs/{configId}
Action
Update EnvironmentUpdate an environment's name/color/description. PUT /v1/environments/{environmentId}
Action
Update FlagUpdate a feature flag or setting's metadata (name, hint, tags). PATCH /v1/settings/{settingId}
Action
Update Flag valueUpdate (turn on/off, change served value or targeting) a feature flag or setting's value in an environment. PATCH /v1/settings/{settingKeyOrId}/value
Action
Update SegmentUpdate a segment's name/rules. PUT /v1/segments/{segmentId}
Action
Update TagUpdate a tag's name/color. PUT /v1/tags/{tagId}
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.