QuickBooks

with the quickbooks app in {{product name}} , you can manage the invoices, bills, sales receipts, estimates, journal entries, payments, deposits, credit memos, customers, purchase orders, items, vendors, files, accounts, purchases, time activities, refund receipts, and events in your quickbooks account requirements to use the quickbooks app in {{product name}} , you must have a quickbooks account connect quickbooks and {{product name}} to create the connection log in to your make account, add a quickbooks module to your {{scenario singular lowercase}} , and click create a connection optional in the connection name field, enter a name for the connection optional switch on show advanced settings and enter your quickbooks client credentials for information on how to obtain your credentials, refer to the quickbooks docid\ ouo1jk xdjbfh6xf2lb9e section below click save if prompted, authenticate your account and confirm access youve successfully çreated the connection and can now ose the quickbooks app in your {{scenario plural lowercase}} if you want to make changed to your connection in the futuer, follow the steps here create custom app and client credentials in quickbooks to connect your own quickbooks app to {{product name}} , you must create a custom app in your quickbooks developer account and select the relevant platform and scopes log in to your quickbooks developer account click on the dashboard tab click create an app select the platform to creat the app enter a name for the app, select the scope, and click create app click on keys & credentials under the development settings or production settings section in the sidebar, depending on your settings scroll down to the redirect uris section, add the following links, and click save https //www make com/oauth/cb/quickbooks https //www integromat com/oauth/cb/quickbooks copy your client id and client secret and save them in a safe place you now have the client credentials to connect to {{product name}} templates you can look for quickbooks templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} quickbooks resources quickbooks api documentation quickbooks help center common issues new invoice number there are 2 options to generate an invoice number 1 set variable or value in the doc number field in the quickbooks module interface 2 automatically generate the invoice number as the number following the last created invoice in quickbooks to activate this option, you will need to disable the feature that allows you to edit invoice numbers under your quickbooks settings for this click the gear icon select account and settings click sales under sales form content , uncheck the checkbox next to custom transaction numbers click save click done after this is set, the invoice number will be generated automatically in quickbooks and you will no longer be able to customize your invoice numbers by default, it is set to on so, an invoice generated without a doc number comes without a number (the invoice number field is left empty)