QuickBooks Online

QuickBooks Online + Konnectify

QuickBooks Online Integration with Konnectify

Connect QuickBooks Online to Konnectify to automate accounting and finance workflows—sync customers, invoices, bills, payments, and purchasing activity across your tools with reliable, scheduled polling triggers and flexible write actions.

Accounts Attachments Bills Customers Estimates Invoices Payments Products Purchase Orders Purchases Refund Receipts Sales Receipts Vendors 20 Triggers 41 Actions

ON THIS PAGE

→ What is QuickBooks Online? → API & Authentication → How to connect → Triggers (20) → Actions (41) → Popular automations → FAQ

What is QuickBooks Online?

QuickBooks Online (QBO) is cloud accounting software used to manage customers, invoicing, bills, vendor spend, and payments in one place. When you integrate QBO with Konnectify, you can keep finance data consistent across your CRM, billing, helpdesk, ecommerce, and internal systems—while reducing manual entry and avoiding missed updates.

This integration supports common accounting workflows such as creating and updating customers, invoices, bills, estimates, and purchases, as well as retrieving records and working with attachments.

New to QuickBooks Online?

Create an account and set up your company file so you can start syncing customers, invoices, and vendor transactions.

Go to QuickBooks Online

New to Konnectify?

Build workflows that listen for changes and automatically create or update records across your apps.

Create a Konnectify account

What you can automate

• Sync new & updated customers into your CRM

• Create invoices and email them automatically

• Route bills and vendor spend for approval

• Mirror estimates/quotes into sales systems

• Reconcile payments and update downstream records

• Attach documents (PDFs/receipts) to QBO transactions

API & Authentication

Authentication: OAuth 2.0 authorization

Konnectify connects to QuickBooks Online using OAuth 2.0. During connection setup, you’ll be redirected to Intuit to approve access; Konnectify then receives tokens to call the QuickBooks Accounting API on your behalf. Your QuickBooks password is never shared with or stored in Konnectify.

API capabilities used in this connector:

Accounting scope for working with customers, vendors, invoices, bills, estimates, purchases, and payments
Read & write operations for core records (create, update, get, delete where supported)
Attachments: upload and retrieve linked files for supported transaction types

Important: plan restrictions & rate limits

QuickBooks Online features can vary by plan and company settings (for example, purchase orders, classes/locations, and some transaction types). Intuit also enforces API rate limits and throttling. If you see intermittent failures, retry logic and backoff may apply automatically, but you should still design workflows to avoid unnecessary high-frequency polling.

Official docs: Intuit QuickBooks Online API documentation

How to connect QuickBooks Online to Konnectify

Prerequisites

A QuickBooks Online admin (or a user with permission to authorize connected apps)
An Intuit Developer app with Client ID and Client Secret
A Konnectify workspace with permission to create connections and workflows

Add QuickBooks Online to a Workflow

Create a new workflow (or open an existing one) in Konnectify.
Select QuickBooks Online as the trigger app or action app.

Authorize via OAuth 2.0

Click Connect and enter your Intuit Client ID and Client Secret.
Sign in to Intuit and choose the QuickBooks Online company to connect.

Configure the Trigger or Action

Choose the event (trigger) or operation (action) you need.
Map fields from prior steps into the QuickBooks Online step.

Field mapping tip

Many QBO records require referenced IDs (for example CustomerRef, VendorRef, or item references). If you only have an email or name, add a prior “Get” step (where available) to resolve the ID before creating or updating transactions.

Test the Workflow

Run a test event (or wait for the next polling cycle for triggers).
Verify the created/updated record in QuickBooks Online.

Activate the Workflow

Turn the workflow on.
Monitor initial runs, then fine-tune polling frequency and mappings as needed.

Triggers 20

This connector includes 20 triggers. All triggers are polling triggers—Konnectify checks QuickBooks Online on a schedule for newly created or updated records.

Invoices 2 triggers

New Invoice

Polls QBO for new Invoice

Updated Invoice

Polls QBO for updated Invoice

Customers 2 triggers

New Customer

Polls QBO for new Customer

Updated Customer

Polls QBO for updated Customer

Accounts 2 triggers

New Account

Polls QBO for new Account

Updated Account

Polls QBO for updated Account

Vendors 2 triggers

New Vendor

Polls QBO for new Vendor

Updated Vendor

Polls QBO for updated Vendor

Bills 2 triggers

New Bill

Polls QBO for new Bill

Updated Bill

Polls QBO for updated Bill

Estimates 2 triggers

New Estimate

Polls QBO for new Estimate

Updated Estimate

Polls QBO for updated Estimate

Payments 2 triggers

New Payment

Polls QBO for new Payment

Updated Payment

Polls QBO for updated Payment

Purchase Orders 2 triggers

New Purchase Order

Polls QBO for new Purchase Order

Updated Purchase Order

Polls QBO for updated Purchase Order

Sales Receipts 2 triggers

New Sales Receipt

Polls QBO for new Sales Receipt

Updated Sales Receipt

Polls QBO for updated Sales Receipt

Purchases 2 triggers

New Purchase

Polls QBO for new Purchase

Updated Purchase

Polls QBO for updated Purchase

Actions 41

Use actions to create, update, retrieve, delete, and send accounting records in QuickBooks Online—plus manage attachments.

Customers 3 actions

Create Customer

Create Customer

Update Customer

Update an existing Customer

Get Customer

Retrieve a customer's details from QuickBooks Online using their ID or Email Address.

Bills 5 actions

Create Bill

Create Bill

Update Bill

Update an existing Bill in QuickBooks Online.

Get Bill

Retrieve a Bill from QuickBooks Online using the Bill ID.

Delete Bill

Deletes a Bill in QuickBooks Online using the Bill ID.

Create Journal Entry

Create Journal Entry

Invoices 6 actions

Create Invoice

Create Invoice

Update Invoice

Update an existing Invoice in QuickBooks Online.

Get Invoice

Retrieve an Invoice from QuickBooks Online using the Invoice ID.

Delete Invoice

Deletes an Invoice in QuickBooks Online using the Invoice ID.

Send Invoice

Email Invoice

Create Credit Memo

Create Credit Memo

Credit Memos 4 actions

Update Credit Memo

Update an existing Credit Memo in QuickBooks Online.

Get Credit Memo

Retrieve a Credit Memo from QuickBooks Online using the Credit Memo ID.

Delete Credit Memo

Deletes a Credit Memo in QuickBooks Online using the Credit Memo ID.

Get Account

Retrieve an Account from QuickBooks Online using the Account ID.

Estimates 4 actions

Create Estimate

Create Estimate

Update Estimate

Update an existing Estimate in QuickBooks Online.

Get Estimate

Retrieve an Estimate from QuickBooks Online using the Estimate ID.

Delete Estimate

Deletes an Estimate in QuickBooks Online using the Estimate ID.

Payments 3 actions

Create Payment

Create Payment

Get Payment

Retrieve a Payment from QuickBooks Online using the Payment ID.

Delete Payment

Deletes a Payment in QuickBooks Online using the Payment ID.

Purchases 4 actions

Create Expense

Create Expense(Purchase) in your quickbooks online account

Get Expense

Retrieve an Expense (Purchase) from QuickBooks Online using the ID.

Delete Expense

Deletes an Expense (Purchase) in QuickBooks Online using the ID.

Update Expense

Update an existing Expense (Purchase) in QuickBooks Online.

Purchase Orders 4 actions

Create Purchase Order

Create Purchase Order

Get Purchase Order

Retrieve a Purchase Order from QuickBooks Online using the ID.

Delete Purchase Order

Deletes a Purchase Order in QuickBooks Online using the ID.

Update Purchase Order

Update an existing Purchase Order in QuickBooks Online.

Vendors 3 actions

Create Vendor

Create Vendor

Get Vendor

Retrieve a Vendor from QuickBooks Online using the Vendor ID.

Update Vendor

Update an existing Vendor in QuickBooks Online.

Refund Receipts 4 actions

Create Refund Receipt

Create Refund Receipt

Get Refund Receipt

Retrieve a Refund Receipt from QuickBooks Online using the Refund Receipt ID.

Delete Refund Receipt

Deletes a Refund Receipt in QuickBooks Online using the Refund Receipt ID.

Update Refund Receipt

Update an existing Refund Receipt in QuickBooks Online.

Sales Receipts 2 actions

Create Sales Receipt

Create Sales Receipt

Update Sales Receipt

Update an existing Sales Receipt in QuickBooks Online.

Products 1 action

Get Product

Retrieve a Product/Service (Item) from QuickBooks Online using the Item ID.

Attachments 2 actions

Upload Attachment

Uploads an attachment and links it to a specific record (e.g., Invoice, Bill) in QuickBooks Online.

Get Attachment

Retrieves an attachment from QuickBooks Online and returns it as a Base64 encoded string along with file metadata.

Popular automations

Examples of common QuickBooks Online workflows you can build with this connector.

Create a customer record downstream when a new QBO customer appears

Keep your CRM or marketing platform aligned by reacting to newly created customers in QuickBooks Online.

New Customer → Get Customer

Auto-send invoices when new invoices are created

Reduce delays by emailing invoices immediately after they’re created in QuickBooks Online.

New Invoice → Send Invoice

Route spend changes when a purchase is updated

Track changes to purchases/expenses and fetch the latest details for approval or reporting workflows.

Updated Purchase → Get Expense

Attach a receipt or document to a transaction

When an invoice or bill is created, automatically upload a matching PDF/receipt and link it in QBO.

New Bill → Upload Attachment

FAQ

How does Konnectify authenticate with QuickBooks Online?

The connector uses OAuth 2.0 with Intuit. You provide your Intuit app’s Client ID and Client Secret, then approve access in an Intuit authorization window. Konnectify stores tokens needed to call the API; it does not store your QuickBooks password.

Which QuickBooks Online plans are supported?

Most QuickBooks Online plans that support connected apps via Intuit’s platform can work. Availability of specific objects (like purchase orders) can depend on your plan and company settings. If an action fails with a permissions or “feature not enabled” message, confirm the plan supports that feature and the connecting user has access.

How do QuickBooks Online triggers work in Konnectify?

All triggers in this connector are polling triggers. Konnectify checks QBO periodically for new or updated records (e.g., invoices, bills, customers). Because polling is interval-based, there can be a small delay between a change in QBO and the workflow run.

How can I prevent duplicates (customers/invoices) when syncing?

This connector does not include a dedicated “upsert” action. For duplicate prevention, use a lookup pattern:

Use Get Customer (by ID or email) when you have a stable identifier.
If found, use Update Customer; if not found, use Create Customer.
Store the QBO record ID in your source system to make future updates deterministic.

What happens if QuickBooks Online rate-limits my workflow?

Intuit may throttle requests under heavy usage. If you hit rate limits, reduce polling frequency, avoid unnecessary “Get” calls inside loops, and batch work where possible in your workflow design. Temporary throttling errors may succeed on a retry.

Can I connect multiple QuickBooks Online companies?

Yes. Create a separate QuickBooks Online connection for each Intuit company (realm) you want to automate. Then select the appropriate connection per workflow step to ensure data goes to the correct company.

Do I need IDs (CustomerRef/VendorRef) to create transactions in QBO?

Often, yes. Many QBO transaction payloads reference related entities by ID (for example, a customer on an invoice or a vendor on a bill). If your source data only has an email or name, add a lookup step (like Get Customer) to resolve the correct ID first, then create or update the transaction.

Ready to automate your QuickBooks Online workflows?

Connect QuickBooks Online to Konnectify to keep accounting data flowing automatically across your stack.

Get started free →