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How to connect Contacts+ and QuickBooks
Create a New Scenario to Connect Contacts+ 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 Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or QuickBooks will be your first step. To do this, click "Choose an app," find Contacts+ or QuickBooks, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
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Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the QuickBooks Node
Next, click the plus (+) icon on the Contacts+ 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.
Configure the Contacts+ 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.
Set Up the Contacts+ 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 Contacts+, 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 Contacts+ and QuickBooks integration works as expected. Depending on your setup, data should flow between Contacts+ 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 Contacts+ and QuickBooks
Contacts+ + QuickBooks + Slack: When a new contact is added in Contacts+, a corresponding customer is created in QuickBooks, and a notification is sent to the accounting team in Slack.
QuickBooks + Contacts+ + Google Sheets: When a new payment is recorded in QuickBooks, the customer details are updated in Contacts+ and the payment details are logged in Google Sheets.
Contacts+ and QuickBooks integration alternatives
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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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.
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FAQ Contacts+ and QuickBooks
How can I connect my Contacts+ account to QuickBooks using Latenode?
To connect your Contacts+ account to QuickBooks on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Contacts+ and click on "Connect".
- Authenticate your Contacts+ and QuickBooks accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create QuickBooks invoices from new Contacts+ contacts?
Yes, you can! Latenode's visual editor makes this easy. Automatically generate invoices, saving time and ensuring accurate billing, all without writing code.
What types of tasks can I perform by integrating Contacts+ with QuickBooks?
Integrating Contacts+ with QuickBooks allows you to perform various tasks, including:
- Create new QuickBooks customers from new Contacts+ contacts.
- Update QuickBooks customer information when Contacts+ contacts are updated.
- Generate QuickBooks invoices automatically for new Contacts+ contacts.
- Sync Contacts+ contact notes to QuickBooks customer notes.
- Trigger follow-up tasks in Contacts+ based on QuickBooks invoice statuses.
How secure is my Contacts+ data when using Latenodefor automation?
Latenode employs robust security measures, including encryption and access controls, ensuring your Contacts+ data remains secure during automation processes.
Are there any limitations to the Contacts+ and QuickBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Contacts+ might require custom scripting for full synchronization.
- High-volume data transfers may be subject to rate limits imposed by Contacts+ or QuickBooks.
- Real-time synchronization depends on the API availability of both Contacts+ and QuickBooks.
