What can I automate with QuickBooks Online?

Start a workflow or agent when New Invoice, Updated Invoice or New Customer happens in QuickBooks Online, then Create Customer, Update Customer or Get Customer, alongside 200+ other apps.

Can an AI agent update QuickBooks Online?

Yes, when you add QuickBooks Online actions to its tools. You can pin fields, limit values and require approval before it acts, and every action is recorded in the Event Logs.

Do I need to write code?

No. Pick a trigger and actions in the builder, or describe what you want and Copilot sets it up.

What if the QuickBooks Online action I need isn't listed?

Call the QuickBooks Online API from any REST API step. On the Enterprise plan, talk to us about adding it.

Billing & Accounting

QuickBooks Online integration

Start workflows and AI agents from QuickBooks Online events, and let agents act in QuickBooks Online within the limits you set.

20 triggers
45 actions
MCP server

Book a demo Start free

QuickBooks Online triggers and actions

Every QuickBooks Online trigger and action you can use in Konnectify workflows and AI agents.

Trigger: New Invoice Checked on a schedule
Polls QBO for new Invoice
Trigger: Updated Invoice Checked on a schedule
Polls QBO for updated Invoice
Trigger: New Customer Checked on a schedule
Polls QBO for new Customer
Trigger: Updated Customer Checked on a schedule
Polls QBO for updated Customer
Trigger: New Account Checked on a schedule
Polls QBO for new Account
Trigger: Updated Account Checked on a schedule
Polls QBO for updated Account
Trigger: New Vendor Checked on a schedule
Polls QBO for new Vendor
Trigger: Updated Vendor Checked on a schedule
Polls QBO for updated Vendor
Trigger: New Bill Checked on a schedule
Polls QBO for new Bill
Trigger: Updated Bill Checked on a schedule
Polls QBO for updated Bill
Trigger: New Estimate Checked on a schedule
Polls QBO for new Estimate
Trigger: Updated Estimate Checked on a schedule
Polls QBO for updated Estimate
Trigger: New Payment Checked on a schedule
Polls QBO for new Payment
Trigger: Updated Payment Checked on a schedule
Polls QBO for updated Payment
Trigger: New Purchase Order Checked on a schedule
Polls QBO for new Purchase Order
Trigger: Updated Purchase Order Checked on a schedule
Polls QBO for updated Purchase Order
Trigger: New Sales Receipt Checked on a schedule
Polls QBO for new Sales Receipt
Trigger: Updated Sales Receipt Checked on a schedule
Polls QBO for updated Sales Receipt
Trigger: New Purchase Checked on a schedule
Polls QBO for new Purchase
Trigger: Updated Purchase Checked on a schedule
Polls QBO for updated Purchase
Action: Create Customer
Create Customer
Action: Update Customer
Update an existing Customer
Action: Get Customer
Retrieve a customer's details from QuickBooks Online using their ID or Email Address.
Action: Create Bill
Create Bill
Action: Update Bill
Update an existing Bill in QuickBooks Online.
Action: Get Bill
Retrieve a Bill from QuickBooks Online using the Bill ID.
Action: Delete Bill
Deletes a Bill in QuickBooks Online using the Bill ID.
Action: Create Invoice
Create Invoice
Action: Update Invoice
Update an existing Invoice in QuickBooks Online.
Action: Get Invoice
Retrieve an Invoice from QuickBooks Online using the Invoice ID.
Action: Delete Invoice
Deletes an Invoice in QuickBooks Online using the Invoice ID.
Action: Send Invoice
Email Invoice
Action: Create Credit Memo
Create Credit Memo
Action: Update Credit Memo
Update an existing Credit Memo in QuickBooks Online.
Action: Get Credit Memo
Retrieve a Credit Memo from QuickBooks Online using the Credit Memo ID.
Action: Delete Credit Memo
Deletes a Credit Memo in QuickBooks Online using the Credit Memo ID.
Action: Create Estimate
Create Estimate
Action: Update Estimate
Update an existing Estimate in QuickBooks Online.
Action: Get Estimate
Retrieve an Estimate from QuickBooks Online using the Estimate ID.
Action: Delete Estimate
Deletes an Estimate in QuickBooks Online using the Estimate ID.
Action: Create Payment
Create Payment
Action: Get Payment
Retrieve a Payment from QuickBooks Online using the Payment ID.
Action: Delete Payment
Deletes a Payment in QuickBooks Online using the Payment ID.
Action: Create Expense
Create Expense(Purchase) in your quickbooks online account
Action: Get Expense
Retrieve an Expense (Purchase) from QuickBooks Online using the ID.
Action: Delete Expense
Deletes an Expense (Purchase) in QuickBooks Online using the ID.
Action: Update Expense
Update an existing Expense (Purchase) in QuickBooks Online.
Action: Create Purchase Order
Create Purchase Order
Action: Get Purchase Order
Retrieve a Purchase Order from QuickBooks Online using the ID.
Action: Delete Purchase Order
Deletes a Purchase Order in QuickBooks Online using the ID.
Action: Update Purchase Order
Update an existing Purchase Order in QuickBooks Online.
Action: Create Journal Entry
Create Journal Entry
Action: Create Vendor
Create Vendor
Action: Get Vendor
Retrieve a Vendor from QuickBooks Online using the Vendor ID.
Action: Update Vendor
Update an existing Vendor in QuickBooks Online.
Action: Create Refund Receipt
Create Refund Receipt
Action: Get Refund Receipt
Retrieve a Refund Receipt from QuickBooks Online using the Refund Receipt ID.
Action: Delete Refund Receipt
Deletes a Refund Receipt in QuickBooks Online using the Refund Receipt ID.
Action: Update Refund Receipt
Update an existing Refund Receipt in QuickBooks Online.
Action: Create Sales Receipt
Create Sales Receipt
Action: Update Sales Receipt
Update an existing Sales Receipt in QuickBooks Online.
Action: Get Product
Retrieve a Product/Service (Item) from QuickBooks Online using the Item ID.
Action: Upload Attachment
Uploads an attachment and links it to a specific record (e.g., Invoice, Bill) in QuickBooks Online.
Action: Get Attachment
Retrieves an attachment from QuickBooks Online and returns it as a Base64 encoded string along with file metadata.
Action: Get Account
Retrieve an Account from QuickBooks Online using the Account ID.

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Use QuickBooks Online in an AI agent

Add any QuickBooks Online action to an agent as a tool. The agent decides when to use it; you set the limits. Pin fields it can't change, limit fields to allowed values, and require approval before it acts. Every action is recorded in the Event Logs.

How AI agents work

Templates that use QuickBooks Online

Supplier invoice processor
AI agent
Reads emailed supplier invoices, matches them to the vendor and purchase order, and drafts the bill in QuickBooks for approval.
approval before the bill is createdUse template Supplier invoice processor

Connect QuickBooks Online with other apps

See what you can automate between QuickBooks Online and another app, with workflows and AI agents.

Which app do you want to connect with QuickBooks Online?

QuickBooks Online

Pick any of 201 apps to see what it can do with QuickBooks Online.

Popular with QuickBooks Online

QuickBooks Online and AI

Add AI steps to QuickBooks Online workflows
Summarise, classify or draft with ChatGPT, Claude or Gemini inside a workflow.QuickBooks Online + ChatGPT QuickBooks Online + Claude QuickBooks Online + Gemini
Use QuickBooks Online actions from Claude or ChatGPT
Expose the QuickBooks Online actions you choose to Claude, ChatGPT or another MCP client through an MCP server you control.
Set up an MCP server

FAQ

Got questions?

If you can't find what you're looking for, talk to our team.

Yes. Konnectify connects to QuickBooks Online with 20 triggers and 45 actions, which you can use in workflows, AI workflows and AI agents.

Connect QuickBooks Online and run your first workflow

Start on the Free plan with a 14-day trial of paid features, or book a demo and we'll build it with you.