.svg){kind=icon}
How to connect LearnDash and QuickBooks
Create a New Scenario to Connect LearnDash 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 LearnDash, triggered by another scenario, or executed manually (for testing purposes). In most cases, LearnDash or QuickBooks will be your first step. To do this, click "Choose an app," find LearnDash or QuickBooks, and select the appropriate trigger to start the scenario.
Add the LearnDash Node
Select the LearnDash node from the app selection panel on the right.
+
1
LearnDash
Configure the LearnDash
Click on the LearnDash node to configure it. You can modify the LearnDash 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 LearnDash node, select QuickBooks from the list of available apps, and choose the action you need from the list of nodes within QuickBooks.
1
LearnDash
⚙
+
2
QuickBooks
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 LearnDash 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 LearnDash 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
QuickBooks
1
Trigger on Webhook
⚙
2
LearnDash
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring LearnDash, 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 LearnDash and QuickBooks integration works as expected. Depending on your setup, data should flow between LearnDash 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 LearnDash and QuickBooks
LearnDash + QuickBooks + Zoom: When a user enrolls in a LearnDash course, create a new customer in QuickBooks (if they don't already exist) and generate an invoice. Then, schedule a welcome call with the user via Zoom.
QuickBooks + Google Sheets + LearnDash: When a new invoice is paid in QuickBooks, add the revenue to a Google Sheet. Then, update a LearnDash course completion leaderboard in the same Google Sheet.
LearnDash and QuickBooks integration alternatives
About LearnDash
Automate LearnDash course management in Latenode. Enroll users automatically, send progress updates, and trigger actions in other apps based on course completion. Keep student data in sync with your CRM and marketing tools. Build custom learning paths visually; scale processes without code or per-step fees.
Related categories
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.
Related categories
See how Latenode works
.svg)
.png)
FAQ LearnDash and QuickBooks
How can I connect my LearnDash account to QuickBooks using Latenode?
To connect your LearnDash account to QuickBooks on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select LearnDash and click on "Connect".
- Authenticate your LearnDash and QuickBooks accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation after course completion?
Yes, you can! Latenode lets you automatically create QuickBooks invoices upon LearnDash course completion, saving time and ensuring accurate billing. Leverage advanced logic and custom JavaScript blocks.
What types of tasks can I perform by integrating LearnDash with QuickBooks?
Integrating LearnDash with QuickBooks allows you to perform various tasks, including:
- Automatically creating invoices for new course enrollments.
- Updating customer information in QuickBooks from LearnDash profiles.
- Tracking revenue from online courses in QuickBooks.
- Sending payment reminders based on course completion status.
- Generating financial reports based on LearnDash sales data.
Can I use custom fields from LearnDash with QuickBooks on Latenode?
Yes, with Latenode's flexible data mapping, you can sync custom LearnDash fields directly to QuickBooks, enhancing data accuracy.
Are there any limitations to the LearnDash and QuickBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom field mappings might require advanced configuration.
- Real-time synchronization depends on the APIs of both platforms.
- Large data volumes may impact processing speed.
