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Automatically create QuickBooks invoices from Atera service tickets, streamlining billing. Latenode’s visual editor and affordable execution-based pricing make complex invoice automation easy to scale and customize.
Connect QuickBooks and Atera in minutes with Latenode.
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Create a New Scenario to Connect QuickBooks and Atera
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 QuickBooks, triggered by another scenario, or executed manually (for testing purposes). In most cases, QuickBooks or Atera will be your first step. To do this, click "Choose an app," find QuickBooks or Atera, and select the appropriate trigger to start the scenario.
Add the QuickBooks Node
Select the QuickBooks node from the app selection panel on the right.
QuickBooks
Configure the QuickBooks
Click on the QuickBooks node to configure it. You can modify the QuickBooks URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Atera Node
Next, click the plus (+) icon on the QuickBooks node, select Atera from the list of available apps, and choose the action you need from the list of nodes within Atera.
QuickBooks
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Atera
Authenticate Atera
Now, click the Atera node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Atera settings. Authentication allows you to use Atera through Latenode.
Configure the QuickBooks and Atera 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 QuickBooks and Atera Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Atera
Trigger on Webhook
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QuickBooks
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring QuickBooks, Atera, 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 QuickBooks and Atera integration works as expected. Depending on your setup, data should flow between QuickBooks and Atera (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
QuickBooks + Atera + Slack: When a new invoice is created in QuickBooks, the automation retrieves the related customer information from QuickBooks. It then uses this information to identify the relevant technician in Atera and sends a notification to them via Slack, along with a summary of the invoice details. A summary is also posted in a dedicated Slack channel.
Atera + QuickBooks + Google Sheets: Extract billable hours and costs recorded in Atera for a specific period. Find or create the customer in QuickBooks. Create a spreadsheet in Google Sheets and populate it with the Atera data, formatted to match customer invoices in QuickBooks. Include columns for billable hours, costs, and customer information.
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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About Atera
Use Atera with Latenode to automate IT support tasks. Trigger workflows on alerts, automatically create tickets, or update asset info. Integrate Atera's monitoring data with other apps for deeper insights and faster issue resolution. Customize rules and actions using Latenode's visual editor or JavaScript for precise automation.
Related categories
How can I connect my QuickBooks account to Atera using Latenode?
To connect your QuickBooks account to Atera on Latenode, follow these steps:
Can I automate invoice creation after Atera service ticket completion?
Yes, you can! Latenode lets you automatically create QuickBooks invoices upon Atera ticket completion. This saves time and ensures accurate billing with a visual, scalable workflow.
What types of tasks can I perform by integrating QuickBooks with Atera?
Integrating QuickBooks with Atera allows you to perform various tasks, including:
HowsecureistheQuickBooksintegrationwithAterainLatenode?
Latenode uses secure authentication protocols and encryption to protect your QuickBooks and Atera data, ensuring data privacy and integrity throughout the integration.
Are there any limitations to the QuickBooks and Atera integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: