QuickBooks Online integration
Sync QuickBooks customers, invoices, and payments in and out, trigger workflows on new records, and automate accounting ops — no code.
What the QuickBooks Online integration does
QuickBooks Online holds your customers, invoices, and payments. The OctaviaFlow QuickBooks integration moves that data in and out automatically, so accounting stays in step with the rest of your business without manual exports.
Read customers, invoices, items, and payments, create and update records, and trigger workflows when a new entity appears. QuickBooks becomes a step in a larger automation — data can flow from your store or CRM into QuickBooks, or from QuickBooks into a warehouse or alert.
Connect once with OAuth; OctaviaFlow handles tokens for you.
What you can do
Query records
Read customers, invoices, items, and payments with filters, pulling exactly what a workflow needs.
Create & update records
Write back to QuickBooks: create invoices and customers, update records, or keep them in sync with another system.
Trigger on new records
Start a workflow when a new invoice, customer, or payment appears, so downstream steps run automatically.
Move data anywhere
Send QuickBooks data to a database, warehouse, or spreadsheet — and pull orders or customers back in — in one pipeline.
Multi-step automations
Combine QuickBooks with conditions, loops, transforms, AI steps, and other connectors to model real accounting processes.
Secure OAuth
Authorize once with QuickBooks OAuth. Tokens are stored encrypted and refreshed automatically.
How it works in QuickBooks Online
- 1
Connect QuickBooks Online
From Connectors, choose QuickBooks Online and authorize with OAuth. Sandbox and production companies are both supported.
- 2
Add a QuickBooks step
Drop a query (read) or transform (write) action into your workflow, or trigger it on a new QuickBooks record.
- 3
Pick entities and fields
Choose the entity, add filters for reads, and map fields for writes using data from earlier steps.
- 4
Run or automate
Run on demand, on a schedule, or automatically when a record appears.
Popular QuickBooks Online automations
Create invoices from orders
When a new order lands in your store or CRM, create the matching QuickBooks invoice automatically.
Sync customers across systems
Keep customers consistent between QuickBooks and your CRM or e-commerce platform as they change.
Export accounting to your warehouse
Replicate invoices and payments into a data warehouse for finance reporting.
Payment notifications
Post to a channel or update a record the moment a payment is received in QuickBooks.
Reconcile across tools
Match records between QuickBooks and another system and flag the ones that don't line up.
AI-assisted bookkeeping prep
Have an AI step categorize or summarize transactions, then write the results where your team can review them.
QuickBooks Online integration FAQ
Can OctaviaFlow read from and write to QuickBooks Online?
Yes. Query actions read customers, invoices, items, and payments, and transform actions create or update records — in either direction.
Can a workflow trigger on a new QuickBooks record?
Yes. A workflow can start when a new invoice, customer, or payment appears, so downstream steps run automatically.
Does it work with sandbox and production companies?
Yes. Connect a sandbox for testing and a production company for live automations; each is a separate secure OAuth connection, so make sure a workflow points at the right one.
Do I need to paste an API key?
No. The connector uses QuickBooks OAuth — authorize once and tokens are stored encrypted and refreshed automatically.
Is my accounting data secure?
The connector requests only the scopes it needs and stores tokens encrypted. See our privacy policy for details.
Automate QuickBooks Online with your whole stack
Connect QuickBooks Online in minutes and let OctaviaFlow deliver the right message at the right moment — powered by data from anywhere.