Acuity Scheduling and QuickBooks Integration

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Automatically create QuickBooks invoices from new Acuity Scheduling appointments. Latenode's visual editor makes complex setups easier, and you pay only for execution time, saving money as you scale.

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Acuity Scheduling

QuickBooks

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Acuity Scheduling and QuickBooks

Create a New Scenario to Connect Acuity Scheduling and QuickBooks

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Acuity Scheduling, triggered by another scenario, or executed manually (for testing purposes). In most cases, Acuity Scheduling or QuickBooks will be your first step. To do this, click "Choose an app," find Acuity Scheduling or QuickBooks, and select the appropriate trigger to start the scenario.

Add the Acuity Scheduling Node

Select the Acuity Scheduling node from the app selection panel on the right.

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Configure the Acuity Scheduling

Click on the Acuity Scheduling node to configure it. You can modify the Acuity Scheduling URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Add the QuickBooks Node

Next, click the plus (+) icon on the Acuity Scheduling node, select QuickBooks from the list of available apps, and choose the action you need from the list of nodes within QuickBooks.

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Authenticate QuickBooks

Now, click the QuickBooks node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your QuickBooks settings. Authentication allows you to use QuickBooks through Latenode.

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Configure the Acuity Scheduling and QuickBooks Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Run node once

Set Up the Acuity Scheduling and QuickBooks Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Acuity Scheduling, QuickBooks, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Acuity Scheduling and QuickBooks integration works as expected. Depending on your setup, data should flow between Acuity Scheduling and QuickBooks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Acuity Scheduling and QuickBooks

Acuity Scheduling + QuickBooks + Slack: When a new appointment is booked in Acuity Scheduling, create an invoice in QuickBooks. Then, send a notification to a Slack channel about the new invoice.

QuickBooks + Acuity Scheduling + Google Sheets: When a new invoice is created in QuickBooks, find the associated appointment details in Acuity Scheduling by client info, and then update a Google Sheet with the new invoice data and appointment details.

Acuity Scheduling and QuickBooks integration alternatives

About Acuity Scheduling

Automate appointment scheduling with Acuity inside Latenode. Sync appointments to calendars, send reminders, and update CRMs automatically. Ditch manual data entry and build custom workflows using Latenode’s visual editor and API-first design. Scale your scheduling processes without code or per-step pricing limits.

About QuickBooks

Use QuickBooks within Latenode to automate accounting tasks. Sync invoices, track payments, and manage customer data across platforms. Automate data entry and reporting with no-code tools or custom JavaScript. Connect QuickBooks to your CRM, e-commerce, or payment gateways for streamlined financial workflows that scale easily.

See how Latenode works

FAQ Acuity Scheduling and QuickBooks

How can I connect my Acuity Scheduling account to QuickBooks using Latenode?

To connect your Acuity Scheduling account to QuickBooks on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Acuity Scheduling and click on "Connect".
  • Authenticate your Acuity Scheduling and QuickBooks accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automate invoice creation after a new appointment?

Yes, you can! Latenode lets you trigger QuickBooks invoice creation automatically when a new appointment is scheduled in Acuity Scheduling, saving you time and ensuring prompt billing.

What types of tasks can I perform by integrating Acuity Scheduling with QuickBooks?

Integrating Acuity Scheduling with QuickBooks allows you to perform various tasks, including:

  • Automatically creating QuickBooks customers from new Acuity Scheduling clients.
  • Updating customer information in QuickBooks when details change in Acuity Scheduling.
  • Generating sales receipts in QuickBooks for paid Acuity Scheduling appointments.
  • Tracking appointment revenue in QuickBooks by automatically creating income entries.
  • Sending customized payment reminders via Acuity Scheduling based on QuickBooks data.

How can I handle complex appointment types in Acuity Scheduling?

Latenode lets you use JavaScript code to handle any custom logic for advanced Acuity Scheduling types and ensure accurate data mapping to QuickBooks.

Are there any limitations to the Acuity Scheduling and QuickBooks integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Custom field mapping may require JavaScript knowledge for advanced use cases.
  • Historical data synchronization requires manual setup for migrating past appointments.
  • Complex tax calculations may need custom logic to align with QuickBooks settings.

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