QuickBooks and Simplybook Integration

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Automatically create QuickBooks invoices from new Simplybook appointments, keeping financials synchronized. Latenode’s visual editor and affordable execution costs make scaling this automation simple, even with custom JavaScript logic.

QuickBooks + Simplybook integration

Connect QuickBooks and Simplybook in minutes with Latenode.

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QuickBooks

Simplybook

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect QuickBooks and Simplybook

Create a New Scenario to Connect QuickBooks and Simplybook

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 Simplybook will be your first step. To do this, click "Choose an app," find QuickBooks or Simplybook, 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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Sign In

Run node once

Add the Simplybook Node

Next, click the plus (+) icon on the QuickBooks node, select Simplybook from the list of available apps, and choose the action you need from the list of nodes within Simplybook.

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Authenticate Simplybook

Now, click the Simplybook node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Simplybook settings. Authentication allows you to use Simplybook through Latenode.

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Connect Simplybook

Sign In

Run node once

Configure the QuickBooks and Simplybook 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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The action ID

Run node once

Set Up the QuickBooks and Simplybook 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, Simplybook, 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 Simplybook integration works as expected. Depending on your setup, data should flow between QuickBooks and Simplybook (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 Simplybook

Simplybook + QuickBooks + Slack: When a new booking is made in Simplybook, an invoice is automatically created in QuickBooks. Then, a Slack message is sent to a designated channel to notify the team about the new invoice.

Simplybook + QuickBooks + Mailchimp: When a new client is added in Simplybook, a corresponding customer is created in QuickBooks. Simultaneously, the new client is added as a subscriber to a specified list in Mailchimp.

QuickBooks and Simplybook 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 Simplybook

Automate booking workflows with Simplybook in Latenode. Sync schedules, manage appointments, and trigger follow-up actions without manual work. Connect booking data to CRMs, payment gateways, or marketing tools. Latenode's visual builder and flexible integrations make automating complex booking processes easy and scalable, exceeding Simplybook's built-in options.

See how Latenode works

FAQ QuickBooks and Simplybook

How can I connect my QuickBooks account to Simplybook using Latenode?

To connect your QuickBooks account to Simplybook 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 Simplybook accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create QuickBooks invoices from new Simplybook bookings?

Yes, you can! Latenode allows seamless automation, instantly generating invoices in QuickBooks when new appointments are booked in Simplybook, saving time and improving accounting accuracy.

What types of tasks can I perform by integrating QuickBooks with Simplybook?

Integrating QuickBooks with Simplybook allows you to perform various tasks, including:

  • Creating QuickBooks invoices for new Simplybook bookings automatically.
  • Updating customer details in QuickBooks from Simplybook client data.
  • Tracking revenue from Simplybook appointments in QuickBooks reports.
  • Sending payment reminders via Simplybook based on QuickBooks invoice statuses.
  • Generating detailed sales reports combining data from both platforms.

HowdoIhandlecurrencydifferencesbetweenQuickBooksandSimplybook?

Latenode lets you use JavaScript or AI to convert currencies automatically, ensuring accurate record-keeping across QuickBooks and Simplybook, regardless of the source.

Are there any limitations to the QuickBooks and Simplybook integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Historical data synchronization might require custom configuration.
  • Complex, highly customized reports may need advanced JavaScript scripting.
  • Real-time updates depend on the API rate limits of QuickBooks and Simplybook.

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