Commerce

QuickBooks

57min

With QuickBooks modules in Make, 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.
To use the QuickBooks modules, you must have a QuickBooks account. You can create an account at QuickBooks.com.
Refer to the QuickBooks API documentation for a list of available endpoints.
Connect QuickBooks to Make
To establish the connection in Make:
Log in to your Make account, add a QuickBooks module to a , and click Create a connection.
Optional: In the Connection name field, enter a name for the connection.
Optional: To connect with your own custom app, click Show Advanced Settings, enter the client credentials from your app, and select if you want to use Sandbox for connection.
Click Save.
If prompted, authenticate your account and confirm access.
You have successfully established the connection. You can now edit your  and add more QuickBooks modules. If your connection requires reauthorization at any point, follow the connection renewal steps here﻿.
To connect your own QuickBooks app to Make, 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 create 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 Make.
Invoice
Creates a new invoice for the customer.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
For the field descriptions, see the QuickBooks Online Invoice API reference.
Updates an existing invoice.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Invoice ID
Enter (map) the ID of the invoice whose details you want to update.
For the field descriptions, see the QuickBooks Online Invoice API reference.
Fields that are left empty will be omitted (not updated).
Deletes an existing invoice.
You must unlink any linked transactions associated with the invoice object before deleting it.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Invoice ID
Enter (map) the ID of the invoice you want to delete.
Retrieves invoice details.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Invoice ID
Enter (map) the ID of the invoice you want to retrieve details about.
Performs a search for invoices based on the filter settings or a specified search query.
Diacritics are not supported.
Please use the ascii() function to remove the diacritics, if needed.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Search by
Select whether to search by:
field
user-defined query
Filter
Select the invoice field, operator, and desired value you want to search invoices by.
Query
Specify your search query. The syntax is similar to SQL. For example, SELECT * FROM Customer WHERE Id = '123456'
Please see the Data queries documentation for more details.
Do not enter the maxresults directive. Make will add it automatically for you.
Limit
Set the maximum number of results Make will return during one execution cycle. Search by field option only.
Downloads an invoice in the PDF file.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Invoice ID
Enter (map) the ID of the invoice you want to download.
﻿
Sends an invoice to the specified email address.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Invoice ID
Enter (map) the ID of the invoice you want to send.
Send to
Enter the email you want to send the invoice.
﻿
Bill
You can create, update, delete, search, and retrieve bills using the following modules.
Creates a new bill.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
For the field descriptions, see the QuickBooks Online Bill API reference.
Updates an existing invoice.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Bill ID
Enter (map) the ID of the bill you want to update.
For the field descriptions, see the QuickBooks Online Bill API reference.
Deletes an existing bill.
You must unlink any linked transactions associated with the bill object before deleting it.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Invoice ID
Enter (map) the ID of the bill you want to delete.
﻿
Retrieves bill details.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Invoice ID
Enter (map) the ID of the bill you want to retrieve details about.
﻿
Performs a search for a bill based on the filter settings or a specified search query.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Search by
Select whether to search by:
field
user-defined query
Filter
Select the bill field, operator, and desired value you want to search bills by.
Query
Specify your search query. The syntax is similar to SQL. For example, SELECT * FROM Customer WHERE Id = '123456'
Please see the Data queries documentation for more details.
Do not enter the maxresults directive. Make will add it automatically for you.
Limit
Set the maximum number of results Make will return during one execution cycle. For Search by field option only.
﻿
Sales Receipt
Creates a sales receipt.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
For the field descriptions, see the QuickBooks Online Sales Receipt API reference.
Updates an existing sales receipt.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Sales Receipt ID
Enter (map) the ID of the sales receipt you want to update.
For the field descriptions, see the QuickBooks Online Sales Receipt API reference.
Retrieves sales receipt details.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Sales Receipt ID
Enter (map) the ID of the sales receipt you want to retrieve details about.
Performs a search for sales receipts based on the filter settings or a specified search query.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Search by
Select whether to search by:
field
user-defined query
Filter
Select the sales receipt field, operator, and desired value you want to search sales receipts by.
Query
Specify your search query. The syntax is similar to SQL. For example, SELECT * FROM Customer WHERE Id = '123456'
Please see the Data queries documentation for more details.
Do not enter the maxresults directive. Make will add it automatically for you.
Limit
Set the maximum number of results Make will return during one execution cycle. For Search by field option only.
Downloads a sales receipt in the PDF file.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Invoice ID
Enter (map) the ID of the sales receipt you want to download.
﻿
﻿
Sends a sales receipt to the specified email address.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Invoice ID
Enter (map) the ID of the sales receipt you want to send.
Send to
Enter the email you want to send the sales receipt.
﻿
Estimate
You can create, update, retrieve, send, download, delete, and search estimates using the following modules.
Creates a new estimate.
GlobalTax model if the model inclusive of tax, exclusive of taxes or not applicable
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
For the field descriptions, see the QuickBooks Online Estimate API reference.
Updates an existing estimate.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Estimate ID
Enter (map) the ID of the estimate whose details you want to update.
﻿
Deletes an estimate.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Estimate ID
Enter (map) the ID of the estimate you want to delete.
Downloads an estimate in the PDF file.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Estimate ID
Enter (map) the ID of the invoice you want to download.
Sends an estimate to the specified email address.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Estimate ID
Enter (map) the ID of the estimate you want to send.
Send to
Enter the email you want send the estimate to.
﻿
Retrieves estimate details.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Estimate ID
Enter (map) the ID of the estimate whose details you want to retrieve.
Performs a search for estimate based on the filter settings or a specified search query.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Search by
Select whether to search by:
field
user-defined query
Filter
Select the estimate field, operator, and desired value you want to search estimates by.
Query
Specify your search query. The syntax is similar to SQL. For example, SELECT * FROM Customer WHERE Id = '123456'
Please see the Data queries documentation for more details.
Do not enter the maxresults directive. Make will add it automatically for you.
Limit
Set the maximum number of results Make will return during one execution cycle. For Search by field option only.
Journal Entry
Creates a journal entry.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
For the field descriptions, see the QuickBooks Online Journal Entry API reference.
Updates an existing journal entry.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Journal entry ID
Enter (map) the ID of the journal entry you want to update.
For the field descriptions, see the QuickBooks Online Journal Entry API reference.
Deletes a journal entry.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Journal entry ID
Enter (map) the ID of the journal entry you want to delete.
Retrieves a journal entry.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Journal entry ID
Enter (map) the ID of the journal entry whose details you want to retrieve.
﻿
Performs a search for journal entries based on the filter settings or a specified search query.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Search by
Select whether to search by:
field
user-defined query
Filter
Select the journal entry field, operator, and desired value you want to search journal entries by.
Query
Specify your search query. The syntax is similar to SQL. For example, SELECT * FROM Customer WHERE Id = '123456'
Please see the Data queries documentation for more details.
Do not enter the maxresults directive. Make will add it automatically for you.
Limit
Set the maximum number of results Make will return during one execution cycle. For Search by field option only.
﻿
Payment
Creates a payment.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Creates a payment.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Payment ID
Enter (map) the Payment ID whose details you want to update.
For the field descriptions, see the QuickBooks online Payment API reference.
Triggers when a new payment is created.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Watch Payments
Select the option to watch the payments:
By created time
By updated time
Search by
Select the option to search the payments you want to watch:
Query
Field
Query
Enter a word or phrase to watch the payments that match the specified query.
Field
Select the fields to filter the payments.
Limit
Set the maximum number of payments Make will return during one execution cycle. The default value is 2.
Downloads an payment in the PDF file.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Payment ID
Enter (map) the ID of the payment you want to download.
Sends an payment to the specified email address.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Payment ID
Enter (map) the ID of the payment you want to send.
Send to
Enter the email you want send the payment to.
Performs a search for payments based on the filter settings or a specified search query.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Search by
Select whether to search by:
field
user-defined query
Filter
Select the payment field, operator and desired value you want to search payments by.
Query
Specify your search query. The syntax is similar to SQL. For example, SELECT * FROM Customer WHERE Id = '123456'
Please see the Data queries documentation for more details.
Do not enter the maxresults directive. Make will add it automatically for you.
Limit
Set the maximum number of results Make will return during one execution cycle. For Search by field option only.
﻿
Deposit
You can create, update, delete, retrieve, and search deposits using the following modules.
Creates a deposit.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
For the field descriptions, see the QuickBooks Online Deposit API reference.
Updates an existing deposit.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Deposit ID
Enter (map) the ID of the payment whose details you want to update.
For the field descriptions, see the QuickBooks Online Deposit API reference.
Deletes a deposit.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Deposit ID
Enter (map) the ID of the deposit you want to delete.
Retrieves deposit details.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Deposit ID
Enter (map) the ID of the deposit you want to retrieve details about.
Performs a search for deposits based on the filter settings or a defined search query.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Search by
Select whether to search by:
field
user-defined query
Filter
Select the deposit field, operator, and desired value you want to search deposits by.
Query
Specify your search query. The syntax is similar to SQL. For example, SELECT * FROM Customer WHERE Id = '123456'
Please see the Data queries documentation for more details.
Do not enter the maxresults directive. Make will add it automatically for you.
Limit
Set the maximum number of results Make will return during one execution cycle. For Search by field option only.
﻿
Credit Memo
A credit Memo is a financial transaction representing a refund or credit of payment or part of a payment for goods or services that have been sold.
You can create, update, delete, retrieve, and search credit memos using the following modules.
Creates a credit memo.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
For the field descriptions, see the QuickBooks Online Credit Memo API reference.
Updates an existing credit memo.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Credit Memo ID
Enter (map) the ID of the Credit Memo whose details you want to update.
For the field descriptions, see the QuickBooks Online Credit Memo API reference.
Deletes a credit memo.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Credit Memo ID
Enter (map) the ID of the credit memo you want to delete.
Retrieves credit memo details.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Credit Memo ID
Enter (map) the ID of the credit memo you want to retrieve details about.
Performs a search for credit memos based on the filter settings or a defined search query.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Search by
Select the option to search the credit memos:
field
user-defined query
Filter
Select the credit memo field, operator, and desired value you want to search credit memos by.
Query
Specify your search query. The syntax is similar to SQL. For example, SELECT * FROM Customer WHERE Id = '123456'
Please see the Data queries documentation for more details.
Do not enter the maxresults directive. Make will add it automatically for you.
Limit
Set the maximum number of results Make will return during one execution cycle. For Search by fieldoption only. The default value is 2.
﻿
Customers
Creates a new customer.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
﻿
Updates a customer.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Customer ID
Enter (map) the ID of the customer you want to update.
For the field descriptions, see the QuickBooks Online Customer API reference.
Retrieves customer details.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Customer ID
Enter (map) the ID of the customer you want to retrieve details about.
﻿
Performs a search for customers based on the filter settings or a defined search query.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Search by
Select whether to search by:
field
user-defined query
Filter
Select the customer field, operator, and desired value you want to search customers by.
Query
Specify your search query. The syntax is similar to SQL. For example, SELECT * FROM Customer WHERE Id = '123456'
Please see the Data queries documentation for more details.
Do not enter the maxresults directive. Make will add it automatically for you.
Limit
Set the maximum number of results Make will return during one execution cycle. For Search by fieldoption only.
Purchase Orders
You can create, update, retrieve, search, and delete purchase orders using the following modules.
Creates purchase orders, the non-posting transaction representing a request to purchase goods or services from a third party.
Enter the private note about the transaction. This note will not appear on the transaction records by default.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
For the field descriptions, see the QuickBooks Online Purchase Order API reference.
Updates an existing purchase order.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Purchase Order ID
Enter (map) the ID of the purchase you want to update.
For the field descriptions, see the QuickBooks Online Purchase Order API reference.
Retrieves purchase order details.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Purchase Order ID
Enter (map) the ID of the purchase order you want to retrieve details about.
﻿
Performs a search for purchase orders based on the filter settings or a defined search query.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Search by
Select whether to search by:
field
user-defined query
Filter
Select the purchase order field, operator and desired value you want to search purchase orders by.
Query
Specify your search query. The syntax is similar to SQL. For example, SELECT * FROM Customer WHERE Id = '123456'
Please see the Data queries documentation for more details.
Do not enter the maxresults directive. Make will add it automatically for you.
Limit
Set the maximum number of results Make will return during one execution cycle. For Search by field option only.
Deletes a purchase order.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Purchase Order ID
Enter (map) the ID of the purchase order you want to delete.
﻿
Item
Creates a new item.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
For the field descriptions, see the QuickBooks Online Item API reference.
Updates an item.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Item ID
Enter (map) the ID of the item you want to update.
Retrieves item details.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Item ID
Enter (map) the ID of the item you want to retrieve details about.
﻿
Performs a search for items based on the filter settings or a defined search query.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Search by
Select whether to search by:
field
user-defined query
Filter
Select the item field, operator and desired value you want to search items by.
Query
Specify your search query. The syntax is similar to SQL. For example, SELECT * FROM Customer WHERE Id = '123456'
Please see the Data queries documentation for more details.
Do not enter the maxresults directive. Make will add it automatically for you.
Limit
Set the maximum number of results Make will return during one execution cycle. For Search by field option only.
﻿
Vendor
Creates a new vendor.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
For the field descriptions, see QuickBooks Online Vendor API reference.
Updates a vendor.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Vendor ID
Enter (map) the ID of the vendor you want to update.
Retrieves vendor details.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Vendor ID
Enter (map) the ID of the customer you want to retrieve details about.
Performs a search for vendors based on the filter settings or a defined search query.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Search by
Select whether to search by:
field
user-defined query
Filter
Select the vendor field, operator and desired value you want to search vendors by.
Query
Specify your search query. The syntax is similar to SQL. For example, SELECT * FROM Customer WHERE Id = '123456'
Please see the Data queries documentation for more details.
Do not enter the maxresults directive. Make will add it automatically for you.
Limit
Set the maximum number of results Make will return during one execution cycle. For Search by field option only.
File
You can create, search, and delete the attachments, upload, and download files using the following modules.
Creates a note.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Objects
Add transaction object to which this attachable file is to be linked.
Entity: Enter the name of the object. For example, invoice, bill, item, etc.
Entity ID: Enter the ID of the object.
Note
Enter the note for the attachment or standalone note.
Latitude
Enter the latitude from where the attachment was requested.
Longitude
Enter the longitude from where the attachment was requested.
Place name
Enter the place name from where the attachment was requested.
Tag
Enter the tag name for the requested attachment.
Uploads a file.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Source file
Map the file you want to upload from the previous module (e.g. HTTP > Get a File or Dropbox > Get a file), or enter the file name and file data manually.
File name: Enter the file name.
Data: Enter or map the file data.
Entities
Add the transaction objects to which this attachable file is to be linked.
Entity: Enter the name of the object. For example, invoice, bill, item, etc.
Entity ID: Enter the ID of the object.
Include on Send: This field indicates whether or not the attachment is sent with the transaction when Save and Send button is clicked in the QuickBooks UI or when the Send endpoint (send email) is invoked for the object.
Downloads a file attachment.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Attachment ID
Enter the ID of the attachment you want to download.
Deletes a file attachment.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Attachment ID
Enter the ID of the attachment you want to delete.
Performs a search for attachments based on the filter settings or a defined search query.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Search by
Select whether to search by:
field
user-defined query
Filter
Select the attachment field, operator and desired value you want to search attachments by.
Query
Specify your search query. The syntax is similar to SQL. For example, SELECT * FROM attachable
Please see the Data queries documentation for more details.
Do not enter the maxresults directive. Make will add it automatically for you.
Limit
Set the maximum number of results Make will return during one execution cycle. For Search by field option only.
Account
You can create, update, search, and retrieve accounts using the following modules.
Creates an account.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
﻿
Updates an account.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Account ID
Enter (map) the ID of the account you want to update.
Please find the descriptions of the fields in the QuickBooks Online Account API reference.
Retrieves account details.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Account ID
Enter (map) the ID of the account whose details you want to retrieve.
Performs a search for accounts based on the filter settings or a defined search query.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Search by
Select whether to search by:
field
user-defined query
Filter
Select the account field, operator, and desired value you want to search items by.
Query
Specify your search query. The syntax is similar to SQL. For example, SELECT * FROM account.
Please see the Data queries documentation for more details.
Do not enter the maxresults directive. Make will add it automatically for you.
Limit
Set the maximum number of results Make will return during one execution cycle. For Search by field option only.
Purchase
Creates a purchase.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
For the field descriptions, see the QuickBooks Online Purchase API reference.
Updates an existing purchase.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Purchase ID
Enter (map) the ID of the purchase you want to update.
Please find the descriptions of the fields in the QuickBooks Online Purchase API reference.
Fields that are left empty will be omitted (not updated).
Deletes an existing purchase.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Purchase ID
Enter (map) the ID of the purchase you want to delete.
Retrieves purchase details.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Purchase ID
Enter (map) the ID of the purchase you want details you want to retrieve.
Performs a search for purchase based on the filter settings or a specified search query.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Search by
Select whether to search by:
field
user-defined query
Filter
Select the purchase field, operator, and desired value you want to search purchases by.
Query
Specify your search query. The syntax is similar to SQL. For example, SELECT * FROM account.
Please see the Data queries documentation for more details.
Do not enter the maxresults directive. Make will add it automatically for you.
Limit
Set the maximum number of results Make will return during one execution cycle. For Search by field option only.
Time Activity
A record of time worked by a vendor or employee.
Creates a time activity.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Time Activity Type
Select a time activity type.
Vendor / Employee
Specify the vendor or employee whose time is being recorded.
Hours
Hours worked. Required if Start Time and End Time not specified.
Minutes
Minutes worked; valid values are 0 - 59. Required if Start Time and End Time not specified.
Start time
Time that work starts. Required if Hours and Minutes not specified. Local timezone: YYYY-MM-DDUTC: YYYY-MM-DDSpecific time zone: YYYY-MM-DD+/-HH:MM
End time
Time that work ends. Required if Hours and Minutes not specified. Local timezone: YYYY-MM-DDUTC: YYYY-MM-DDSpecific time zone: YYYY-MM-DD+/-HH:MM
Hourly Rate
Enter the hourly bill rate of the employee or vendor for this time activity.
Break Hours
Enter hours of break taken between start time and end time.
Break Minutes
Enter minutes of break taken between start time and end time. Valid values are 0 - 59.
Customer
Select the customer or job.
Updates a time activity.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Update Time Activity ID
Enter (map) the ID of the time activity you want to update.
Retrieves time activity details.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Time Activity ID
Enter (map) the ID of the time activity you want to retrieve details about.
﻿
Retrieves time activity details.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Search by
Select whether to search by:
field
user-defined query
Filter
Select the time activity field, operator and desired value you want to search time activities by.
Query
Specify your search query. The syntax is similar to SQL. For example, SELECT * FROM timeactivity
Please see the Data queries documentation for more details.
Do not enter the maxresults directive. Make will add it automatically for you.
Limit
Set the maximum number of results Make will return during one execution cycle. For Search by field option only.
﻿
Refund Receipt
Creates a refund receipt.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
﻿
Updates an existing refund receipt.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
refund Receipt ID
Enter (map) the ID of the refund receipt you want to update.
﻿
Retrieves refund receipt details.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Refund Receipt ID
Enter (map) the ID of the refund receipt you want to retrieve details about.
﻿
Performs a search for refund receipts based on the filter settings or a specified search query.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
Search by
Select whether to search by:
field
user-defined query
Filter
Select the refund receipt field, operator, and desired value you want to search refund receipts by.
Query
Specify your search query. The syntax is similar to SQL. For example, SELECT * FROM refundreceipt.
Please see the Data queries documentation for more details.
Do not enter the maxresults directive. Make will add it automatically for you.
Limit
Set the maximum number of results Make will return during one execution cycle. For Search by field option only.
﻿
Events
You can trigger events using the following module.
Triggers when an event in your QuickBooks account is performed.
Received webhooks contain Object ID, Object type, Operation, and Date. For example, when a new invoice is created, you will receive a webhook notification showing Invoice as the Object type and Create as Operation kind. If you wish to receive more information about a newly created invoice (or another object), you can use the Search for invoices action and get information about the invoice (object) by its ID.
Make automatically creates a webhook in QuickBooks once you add an instant trigger to your scenario.
Webhook name
Enter the name for the webhook.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
QuickBooks webhooks are usually a bit delayed.
The list of events that are supported by the New Event module:
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Create
Update
Delete
Merge
Void
Account
✓
✓
✓
✓
﻿
Bill
✓
✓
✓
﻿
﻿
Bill Payment
✓
✓
✓
﻿
✓
Budget
﻿
﻿
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Class
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﻿
﻿
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CreditMemo
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﻿
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Currency
﻿
﻿
﻿
﻿
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Customer
✓
✓
✓
✓
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Department
﻿
﻿
﻿
﻿
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Deposit
✓
✓
✓
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Employee
﻿
﻿
﻿
﻿
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Estimate
✓
✓
✓
﻿
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Invoice
✓
✓
✓
﻿
✓
Item
✓
✓
✓
✓
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JournalCode
﻿
﻿
﻿
﻿
﻿
JournalEntry
✓
✓
✓
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Payment
✓
✓
✓
﻿
✓
PaymentMethod
﻿
﻿
﻿
﻿
﻿
Preferences
﻿
﻿
﻿
﻿
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Purchase
✓
✓
✓
﻿
✓
PurchaseOrder
✓
✓
✓
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RefundReceipt
﻿
﻿
﻿
﻿
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SalesReceipt
✓
✓
✓
﻿
✓
TaxAgency
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﻿
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Term
﻿
﻿
﻿
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TimeActivity
﻿
﻿
﻿
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Transfer
﻿
﻿
﻿
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Vendor
✓
✓
✓
✓
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VendorCredit
﻿
﻿
﻿
﻿
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Other
You can call APIs and retrieve the company details using the following modules.
Retrieves details about your company.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
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Allows you to perform a custom API call.
For the list of available endpoints, refer to the QuickBooks Online API Documentation.
Connection
﻿Establish a connection to your QuickBooks account.﻿﻿
URL
Enter a path relative to https://quickbooks.api.intuit.com/VERSION/company/YOUR-COMPANY/. For example, /preferences.
Method
Select the HTTP method you want to use:
GET
POST
PUT
PATCH
DELETE
Headers
Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String
Enter the request query string.
Body
Enter the body content for your API call.
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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:
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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.
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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).
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Connection	Establish a connection to your QuickBooks account.
Invoice ID	Enter (map) the ID of the invoice whose details you want to update.

Connection	Establish a connection to your QuickBooks account.
Invoice ID	Enter (map) the ID of the invoice you want to delete.

Connection	Establish a connection to your QuickBooks account.
Invoice ID	Enter (map) the ID of the invoice you want to retrieve details about.

Connection	Establish a connection to your QuickBooks account.
Search by	Select whether to search by: field user-defined query
Filter	Select the invoice field, operator, and desired value you want to search invoices by.
Query	Specify your search query. The syntax is similar to SQL. For example, SELECT * FROM Customer WHERE Id = '123456' Please see the Data queries documentation for more details. Do not enter the maxresults directive. Make will add it automatically for you.
Limit	Set the maximum number of results Make will return during one execution cycle. Search by field option only.

Connection	Establish a connection to your QuickBooks account.
Invoice ID	Enter (map) the ID of the invoice you want to download.

Connection	Establish a connection to your QuickBooks account.
Invoice ID	Enter (map) the ID of the invoice you want to send.
Send to	Enter the email you want to send the invoice.

Connection	Establish a connection to your QuickBooks account.
Bill ID	Enter (map) the ID of the bill you want to update.

Connection	Establish a connection to your QuickBooks account.
Invoice ID	Enter (map) the ID of the bill you want to delete.

Connection	Establish a connection to your QuickBooks account.
Invoice ID	Enter (map) the ID of the bill you want to retrieve details about.

Connection	Establish a connection to your QuickBooks account.
Search by	Select whether to search by: field user-defined query
Filter	Select the bill field, operator, and desired value you want to search bills by.
Query	Specify your search query. The syntax is similar to SQL. For example, SELECT * FROM Customer WHERE Id = '123456' Please see the Data queries documentation for more details. Do not enter the maxresults directive. Make will add it automatically for you.
Limit	Set the maximum number of results Make will return during one execution cycle. For Search by field option only.

Connection	Establish a connection to your QuickBooks account.
Sales Receipt ID	Enter (map) the ID of the sales receipt you want to update.

Connection	Establish a connection to your QuickBooks account.
Sales Receipt ID	Enter (map) the ID of the sales receipt you want to retrieve details about.

Connection	Establish a connection to your QuickBooks account.
Search by	Select whether to search by: field user-defined query
Filter	Select the sales receipt field, operator, and desired value you want to search sales receipts by.
Query	Specify your search query. The syntax is similar to SQL. For example, SELECT * FROM Customer WHERE Id = '123456' Please see the Data queries documentation for more details. Do not enter the maxresults directive. Make will add it automatically for you.
Limit	Set the maximum number of results Make will return during one execution cycle. For Search by field option only.

Connection	Establish a connection to your QuickBooks account.
Invoice ID	Enter (map) the ID of the sales receipt you want to download.

Connection	Establish a connection to your QuickBooks account.
Invoice ID	Enter (map) the ID of the sales receipt you want to send.
Send to	Enter the email you want to send the sales receipt.

Connection	Establish a connection to your QuickBooks account.
Estimate ID	Enter (map) the ID of the estimate whose details you want to update.

Connection	Establish a connection to your QuickBooks account.
Estimate ID	Enter (map) the ID of the estimate you want to delete.

Connection	Establish a connection to your QuickBooks account.
Estimate ID	Enter (map) the ID of the invoice you want to download.

Connection	Establish a connection to your QuickBooks account.
Estimate ID	Enter (map) the ID of the estimate you want to send.
Send to	Enter the email you want send the estimate to.

Connection	Establish a connection to your QuickBooks account.
Estimate ID	Enter (map) the ID of the estimate whose details you want to retrieve.

Connection	Establish a connection to your QuickBooks account.
Search by	Select whether to search by: field user-defined query
Filter	Select the estimate field, operator, and desired value you want to search estimates by.
Query	Specify your search query. The syntax is similar to SQL. For example, SELECT * FROM Customer WHERE Id = '123456' Please see the Data queries documentation for more details. Do not enter the maxresults directive. Make will add it automatically for you.
Limit	Set the maximum number of results Make will return during one execution cycle. For Search by field option only.

Connection	Establish a connection to your QuickBooks account.
Journal entry ID	Enter (map) the ID of the journal entry you want to update.

Connection	Establish a connection to your QuickBooks account.
Journal entry ID	Enter (map) the ID of the journal entry you want to delete.

Connection	Establish a connection to your QuickBooks account.
Journal entry ID	Enter (map) the ID of the journal entry whose details you want to retrieve.

Connection	Establish a connection to your QuickBooks account.
Search by	Select whether to search by: field user-defined query
Filter	Select the journal entry field, operator, and desired value you want to search journal entries by.
Query	Specify your search query. The syntax is similar to SQL. For example, SELECT * FROM Customer WHERE Id = '123456' Please see the Data queries documentation for more details. Do not enter the maxresults directive. Make will add it automatically for you.
Limit	Set the maximum number of results Make will return during one execution cycle. For Search by field option only.

Connection	Establish a connection to your QuickBooks account.
Payment ID	Enter (map) the Payment ID whose details you want to update.

Connection	Establish a connection to your QuickBooks account.
Watch Payments	Select the option to watch the payments: By created time By updated time
Search by	Select the option to search the payments you want to watch: Query Field
Query	Enter a word or phrase to watch the payments that match the specified query.
Field	Select the fields to filter the payments.
Limit	Set the maximum number of payments Make will return during one execution cycle. The default value is 2.

Connection	Establish a connection to your QuickBooks account.
Payment ID	Enter (map) the ID of the payment you want to download.

Connection	Establish a connection to your QuickBooks account.
Payment ID	Enter (map) the ID of the payment you want to send.
Send to	Enter the email you want send the payment to.

Connection	Establish a connection to your QuickBooks account.
Search by	Select whether to search by: field user-defined query
Filter	Select the payment field, operator and desired value you want to search payments by.
Query	Specify your search query. The syntax is similar to SQL. For example, SELECT * FROM Customer WHERE Id = '123456' Please see the Data queries documentation for more details. Do not enter the maxresults directive. Make will add it automatically for you.
Limit	Set the maximum number of results Make will return during one execution cycle. For Search by field option only.

Connection	Establish a connection to your QuickBooks account.
Deposit ID	Enter (map) the ID of the payment whose details you want to update.

Connection	Establish a connection to your QuickBooks account.
Deposit ID	Enter (map) the ID of the deposit you want to delete.

Connection	Establish a connection to your QuickBooks account.
Deposit ID	Enter (map) the ID of the deposit you want to retrieve details about.

Connection	Establish a connection to your QuickBooks account.
Search by	Select whether to search by: field user-defined query
Filter	Select the deposit field, operator, and desired value you want to search deposits by.
Query	Specify your search query. The syntax is similar to SQL. For example, SELECT * FROM Customer WHERE Id = '123456' Please see the Data queries documentation for more details. Do not enter the maxresults directive. Make will add it automatically for you.
Limit	Set the maximum number of results Make will return during one execution cycle. For Search by field option only.

Connection	Establish a connection to your QuickBooks account.
Credit Memo ID	Enter (map) the ID of the Credit Memo whose details you want to update.

Connection	Establish a connection to your QuickBooks account.
Credit Memo ID	Enter (map) the ID of the credit memo you want to delete.

Connection	Establish a connection to your QuickBooks account.
Credit Memo ID	Enter (map) the ID of the credit memo you want to retrieve details about.

Connection	Establish a connection to your QuickBooks account.
Search by	Select the option to search the credit memos: field user-defined query
Filter	Select the credit memo field, operator, and desired value you want to search credit memos by.
Query	Specify your search query. The syntax is similar to SQL. For example, SELECT * FROM Customer WHERE Id = '123456' Please see the Data queries documentation for more details. Do not enter the maxresults directive. Make will add it automatically for you.
Limit	Set the maximum number of results Make will return during one execution cycle. For Search by fieldoption only. The default value is 2.

Connection	Establish a connection to your QuickBooks account.
Customer ID	Enter (map) the ID of the customer you want to update.

Connection	Establish a connection to your QuickBooks account.
Customer ID	Enter (map) the ID of the customer you want to retrieve details about.

Connection	Establish a connection to your QuickBooks account.
Search by	Select whether to search by: field user-defined query
Filter	Select the customer field, operator, and desired value you want to search customers by.
Query	Specify your search query. The syntax is similar to SQL. For example, SELECT * FROM Customer WHERE Id = '123456' Please see the Data queries documentation for more details. Do not enter the maxresults directive. Make will add it automatically for you.
Limit	Set the maximum number of results Make will return during one execution cycle. For Search by fieldoption only.

Quaderno

QuickFile

Connection	Establish a connection to your QuickBooks account.
Source file	Map the file you want to upload from the previous module (e.g. HTTP > Get a File or Dropbox > Get a file), or enter the file name and file data manually. File name: Enter the file name. Data: Enter or map the file data.
Entities	Add the transaction objects to which this attachable file is to be linked. Entity: Enter the name of the object. For example, invoice, bill, item, etc. Entity ID: Enter the ID of the object. Include on Send: This field indicates whether or not the attachment is sent with the transaction when Save and Send button is clicked in the QuickBooks UI or when the Send endpoint (send email) is invoked for the object.

Connection	Establish a connection to your QuickBooks account.
Objects	Add transaction object to which this attachable file is to be linked. Entity: Enter the name of the object. For example, invoice, bill, item, etc. Entity ID: Enter the ID of the object.
Note	Enter the note for the attachment or standalone note.
Latitude	Enter the latitude from where the attachment was requested.
Longitude	Enter the longitude from where the attachment was requested.
Place name	Enter the place name from where the attachment was requested.
Tag	Enter the tag name for the requested attachment.

Connection	Establish a connection to your QuickBooks account.
Time Activity Type	Select a time activity type.
Vendor / Employee	Specify the vendor or employee whose time is being recorded.
Hours	Hours worked. Required if Start Time and End Time not specified.
Minutes	Minutes worked; valid values are 0 - 59. Required if Start Time and End Time not specified.
Start time	Time that work starts. Required if Hours and Minutes not specified. Local timezone: YYYY-MM-DDUTC: YYYY-MM-DDSpecific time zone: YYYY-MM-DD+/-HH:MM
End time	Time that work ends. Required if Hours and Minutes not specified. Local timezone: YYYY-MM-DDUTC: YYYY-MM-DDSpecific time zone: YYYY-MM-DD+/-HH:MM
Hourly Rate	Enter the hourly bill rate of the employee or vendor for this time activity.
Break Hours	Enter hours of break taken between start time and end time.
Break Minutes	Enter minutes of break taken between start time and end time. Valid values are 0 - 59.
Customer	Select the customer or job.

	Create	Update	Delete	Merge	Void
Account	✓	✓	✓	✓
Bill	✓	✓	✓
Bill Payment	✓	✓	✓		✓
Budget
Class
CreditMemo
Currency
Customer	✓	✓	✓	✓
Department
Deposit	✓	✓	✓
Employee
Estimate	✓	✓	✓
Invoice	✓	✓	✓		✓
Item	✓	✓	✓	✓
JournalCode
JournalEntry	✓	✓	✓
Payment	✓	✓	✓		✓
PaymentMethod
Preferences
Purchase	✓	✓	✓		✓
PurchaseOrder	✓	✓	✓
RefundReceipt
SalesReceipt	✓	✓	✓		✓
TaxAgency
Term
TimeActivity
Transfer
Vendor	✓	✓	✓	✓
VendorCredit

Connection	Establish a connection to your QuickBooks account.
URL	Enter a path relative to https://quickbooks.api.intuit.com/VERSION/company/YOUR-COMPANY/. For example, /preferences.
Method	Select the HTTP method you want to use: GET POST PUT PATCH DELETE
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.

QuickBooks

Connect QuickBooks to Make

Create Custom App and Client Credentials in QuickBooks

Invoice

Create an Invoice

Update an Invoice

Delete an Invoice

Get an Invoice

Search for Invoices

Download an Invoice

Send an Invoice

Bill

Create a Bill

Update a Bill

Delete a Bill

Get a Bill

Search for Bills

Sales Receipt

Create a Sales Receipt

Update a Sales Receipt

Get a Sales Receipt

Search for Sales Receipts

Download a Sales Receipt

Send a Sales Receipt

Estimate

Create an Estimate

Update an Estimate

Delete an Estimate

Download an Estimate

Send and Estimate

Get an Estimate

Search for Estimates

Journal Entry

Create a Journal Entry

Update a Journal Entry

Delete a Journal Entry

Get a Journal Entry

Search for Journal Entries

Payment

Create a Payment

Update a Payment

Watch Payments

Download a Payment

Send a Payment

Search for Payments

Deposit

Create a Deposit

Update a Deposit

Delete a Deposit

Get a Deposit

Search for Deposits

Credit Memo

Create a Credit Memo

Update a Credit Memo

Delete a Credit Memo

Get a Credit Memo

Search for Credit Memos

Customers

Create a Customer

Update a Customer

Get a Customer

Search for Customers

Purchase Orders

Create a Purchase Order

Update a Purchase Order

Get a Purchase Order

Search for Purchase Orders

Delete a Purchase Order

Item

Create an Item

Update an Item

Get an Item

Search for Items

Vendor

Create a Vendor

Update a Vendor

Get a Vendor

Search for Vendors

File

Create a Text Attachment