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How to connect Motion and QuickBooks
Create a New Scenario to Connect Motion 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 Motion, triggered by another scenario, or executed manually (for testing purposes). In most cases, Motion or QuickBooks will be your first step. To do this, click "Choose an app," find Motion or QuickBooks, and select the appropriate trigger to start the scenario.
Add the Motion Node
Select the Motion node from the app selection panel on the right.
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Add the QuickBooks Node
Next, click the plus (+) icon on the Motion 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 Motion 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 Motion 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 Motion, 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 Motion and QuickBooks integration works as expected. Depending on your setup, data should flow between Motion 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 Motion and QuickBooks
Motion + QuickBooks + Slack: When a task is updated in Motion, this automation creates an invoice in QuickBooks. Then, a summary of the invoice is sent to a Slack channel.
QuickBooks + Motion + Google Calendar: When a new payment is registered in QuickBooks, this automation creates a task in Motion and schedules a follow-up meeting with the client in Google Calendar.
Motion and QuickBooks integration alternatives
About Motion
Use Motion in Latenode to auto-schedule tasks and projects based on real-time data. Trigger Motion updates from other apps, or update other tools when Motion tasks change. Connect it to your CRM or calendar, and automate team workflows. The low-code editor simplifies customization, ensuring tasks are prioritized and deadlines are met across all platforms.
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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 Motion and QuickBooks
How can I connect my Motion account to QuickBooks using Latenode?
To connect your Motion account to QuickBooks on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Motion and click on "Connect".
- Authenticate your Motion 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 Motion projects?
Yes, you can! Latenode automates invoice creation, reducing manual data entry and ensuring accurate billing based on project milestones. Streamline accounting!
What types of tasks can I perform by integrating Motion with QuickBooks?
Integrating Motion with QuickBooks allows you to perform various tasks, including:
- Automatically create QuickBooks customers from new Motion clients.
- Sync project hours from Motion to QuickBooks for accurate invoicing.
- Update invoice status in QuickBooks based on Motion project completion.
- Generate reports combining project data from Motion and financial data from QuickBooks.
- Trigger payment reminders in Motion based on QuickBooks invoice due dates.
HowdoIhandlecomplexMotionprojectswithvaryingbillingratesinLatenode?
Latenode’s JavaScript code blocks allow you to apply conditional logic for precise rate calculations, adapting to your project’s unique billing needs.
Are there any limitations to the Motion and QuickBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration from Motion to QuickBooks may require manual export/import.
- Extremely complex custom fields in QuickBooks may need custom JavaScript mapping.
- Real-time synchronization is subject to API rate limits of both Motion and QuickBooks.
