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Automatically generate PDF invoices in QuickBooks and use PDF.co to tailor them with custom branding and dynamic data. Latenode's low-code visual editor and flexible API integration ensures scalability while cutting costs compared to other platforms thanks to usage-based pricing.
Connect QuickBooks and PDF.co in minutes with Latenode.
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Create a New Scenario to Connect QuickBooks and PDF.co
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 PDF.co will be your first step. To do this, click "Choose an app," find QuickBooks or PDF.co, 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 PDF.co Node
Next, click the plus (+) icon on the QuickBooks node, select PDF.co from the list of available apps, and choose the action you need from the list of nodes within PDF.co.
QuickBooks
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PDF.co
Authenticate PDF.co
Now, click the PDF.co node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your PDF.co settings. Authentication allows you to use PDF.co through Latenode.
Configure the QuickBooks and PDF.co 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 PDF.co 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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PDF.co
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, PDF.co, 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 PDF.co integration works as expected. Depending on your setup, data should flow between QuickBooks and PDF.co (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
QuickBooks + PDF.co + Gmail: When a new invoice is created in QuickBooks, it is retrieved, converted to PDF using PDF.co, and then automatically emailed to the client via Gmail.
PDF.co + QuickBooks + Airtable: When a vendor invoice is received as a PDF, PDF.co extracts the relevant data, QuickBooks is updated (or creates a new record) with the invoice details, and a record is created in Airtable for tracking purposes.
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 PDF.co
Need to automate PDF tasks? Use PDF.co in Latenode to parse data, convert formats, and add signatures. Automate document processing workflows without code. Latenode’s visual editor and affordable pricing make it easy to build scalable solutions for invoices, reports, and more. Bypass manual work and centralize document automation.
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How can I connect my QuickBooks account to PDF.co using Latenode?
To connect your QuickBooks account to PDF.co on Latenode, follow these steps:
Can I automatically generate invoices from QuickBooks data and save them as PDFs?
Yes, you can! Latenode enables seamless data transfer between QuickBooks and PDF.co. Automate invoice creation and storage—saving time and ensuring accuracy.
What types of tasks can I perform by integrating QuickBooks with PDF.co?
Integrating QuickBooks with PDF.co allows you to perform various tasks, including:
How secure is connecting QuickBooks to Latenode?
Latenode uses advanced encryption and secure authentication protocols to protect your QuickBooks data during integration and workflow execution.
Are there any limitations to the QuickBooks and PDF.co integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: