QuickBooks and PDF.co Integration

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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.

Swap Apps

QuickBooks

PDF.co

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect QuickBooks and PDF.co

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.

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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.

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Connect QuickBooks

Sign In
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Run node once

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.

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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.

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PDF.co

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Connect PDF.co

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Run node once

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.

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Connect PDF.co

PDF.co Oauth 2.0

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Change

Select an action *

Select

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The action ID

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Run node once

Set Up the QuickBooks and PDF.co 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 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.

Most powerful ways to connect QuickBooks and PDF.co

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.

QuickBooks and PDF.co integration alternatives

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.

See how Latenode works

FAQ QuickBooks and PDF.co

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:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select QuickBooks and click on "Connect".
  • Authenticate your QuickBooks and PDF.co accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Automatically converting QuickBooks invoices into PDF format.
  • Adding digital signatures to QuickBooks documents using PDF.co.
  • Parsing data from PDF invoices and updating QuickBooks records.
  • Creating searchable PDF archives of QuickBooks financial reports.
  • Watermarking sensitive QuickBooks documents before distribution.

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:

  • Complex PDF layouts might require custom parsing logic.
  • Large-scale PDF processing can consume workflow execution time.
  • QuickBooks API rate limits may impact high-volume data transfers.

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