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How to connect Kommo and QuickBooks
Create a New Scenario to Connect Kommo 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 Kommo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kommo or QuickBooks will be your first step. To do this, click "Choose an app," find Kommo or QuickBooks, and select the appropriate trigger to start the scenario.
Add the Kommo Node
Select the Kommo node from the app selection panel on the right.
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Add the QuickBooks Node
Next, click the plus (+) icon on the Kommo 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 Kommo 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 Kommo 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 Kommo, 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 Kommo and QuickBooks integration works as expected. Depending on your setup, data should flow between Kommo 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 Kommo and QuickBooks
Kommo + QuickBooks + Slack: When a deal reaches a closed-won status in Kommo, an invoice is automatically created in QuickBooks, and a notification is sent to a designated Slack channel to inform the sales team.
QuickBooks + Kommo + Google Sheets: When a new invoice is created in QuickBooks, customer data in Kommo is updated. The updated customer information, along with the invoice details, is then logged to a Google Sheet.
Kommo and QuickBooks integration alternatives
About Kommo
Integrate Kommo with Latenode to automate sales processes. Trigger actions in other apps when deals change status, or create Kommo leads from form submissions. Build custom workflows with no-code tools or JavaScript, scaling your sales automation without complex coding. Use Latenode's visual editor to connect Kommo to your entire tech stack.
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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 Kommo and QuickBooks
How can I connect my Kommo account to QuickBooks using Latenode?
To connect your Kommo account to QuickBooks on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Kommo and click on "Connect".
- Authenticate your Kommo and QuickBooks accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create QuickBooks invoices from Kommo deals?
Yes, you can! Latenode lets you automate invoice creation when a deal reaches a specific stage in Kommo, eliminating manual data entry and ensuring accurate financial records.
What types of tasks can I perform by integrating Kommo with QuickBooks?
Integrating Kommo with QuickBooks allows you to perform various tasks, including:
- Automatically creating new customers in QuickBooks from Kommo contacts.
- Updating invoice statuses in Kommo based on payments in QuickBooks.
- Generating sales reports by combining data from both Kommo and QuickBooks.
- Triggering Kommo tasks when new transactions are recorded in QuickBooks.
- Syncing product or service information between Kommo and QuickBooks.
How does Latenode handle Kommo custom fields for integrations?
Latenode allows you to map Kommo custom fields directly to QuickBooks fields, providing full data synchronization and reporting flexibility.
Are there any limitations to the Kommo and QuickBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom field mappings may require advanced configuration.
- Real-time data synchronization depends on the API limits of both platforms.
- Historical data migration from Kommo to QuickBooks needs manual handling.
