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How to connect LiveChat and QuickBooks
Create a New Scenario to Connect LiveChat 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 LiveChat, triggered by another scenario, or executed manually (for testing purposes). In most cases, LiveChat or QuickBooks will be your first step. To do this, click "Choose an app," find LiveChat or QuickBooks, and select the appropriate trigger to start the scenario.
Add the LiveChat Node
Select the LiveChat node from the app selection panel on the right.
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Configure the LiveChat
Click on the LiveChat node to configure it. You can modify the LiveChat 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 LiveChat 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 LiveChat 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 LiveChat 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 LiveChat, 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 LiveChat and QuickBooks integration works as expected. Depending on your setup, data should flow between LiveChat 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 LiveChat and QuickBooks
LiveChat + QuickBooks + Slack: When a new customer initiates a chat in LiveChat, the automation checks if the customer exists in QuickBooks. If not, it creates a new customer and an invoice in QuickBooks and notifies the sales team in Slack about the new potential deal.
QuickBooks + LiveChat + Google Sheets: When a new payment is recorded in QuickBooks, the automation logs the customer's information and payment details in Google Sheets and sends a payment confirmation message to the customer through LiveChat.
LiveChat and QuickBooks integration alternatives
About LiveChat
Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context – all visually, and without code.
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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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See how Latenode works
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FAQ LiveChat and QuickBooks
How can I connect my LiveChat account to QuickBooks using Latenode?
To connect your LiveChat account to QuickBooks on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select LiveChat and click on "Connect".
- Authenticate your LiveChat and QuickBooks accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create QuickBooks invoices from LiveChat transcripts?
Yes, you can! Latenode allows you to parse chat details and automatically generate invoices, saving you time and ensuring accurate billing using flexible JavaScript nodes for advanced formatting.
What types of tasks can I perform by integrating LiveChat with QuickBooks?
Integrating LiveChat with QuickBooks allows you to perform various tasks, including:
- Creating new QuickBooks customers from LiveChat conversations.
- Automatically logging LiveChat support time as billable hours.
- Updating customer details in QuickBooks based on LiveChat input.
- Triggering LiveChat messages based on QuickBooks invoice status.
- Sending QuickBooks payment reminders via LiveChat.
How secure is my LiveChat data when using the Latenode integration?
Latenode uses industry-standard encryption and secure authentication protocols to ensure your LiveChat and QuickBooks data remain protected.
Are there any limitations to the LiveChat and QuickBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical LiveChat data import may require custom configuration.
- Complex QuickBooks custom fields might need Javascript transformations.
- High LiveChat volume can impact workflow execution time.
