How to connect QuickBooks and Teachable
Create a New Scenario to Connect QuickBooks and Teachable
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 Teachable will be your first step. To do this, click "Choose an app," find QuickBooks or Teachable, 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 Teachable Node
Next, click the plus (+) icon on the QuickBooks node, select Teachable from the list of available apps, and choose the action you need from the list of nodes within Teachable.

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

JavaScript
⚙
AI Anthropic Claude 3
⚙
Teachable
Trigger on Webhook
⚙
QuickBooks
⚙
⚙
Iterator
⚙
Webhook response
Save and Activate the Scenario
After configuring QuickBooks, Teachable, 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 Teachable integration works as expected. Depending on your setup, data should flow between QuickBooks and Teachable (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 Teachable
Teachable + Slack + QuickBooks: When a new user is created in Teachable, a notification is sent to a Slack channel to alert the finance team for revenue tracking, allowing them to then create a customer in QuickBooks if needed.
Teachable + QuickBooks + Google Sheets: When a new user is created in Teachable, a new customer is created in QuickBooks. The customer data is then added as a new row to a Google Sheet for sales tracking.
QuickBooks and Teachable 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.
Related categories
About Teachable
Automate Teachable course management in Latenode. Enroll students, track progress, and send targeted communications based on course activity. Integrate with CRMs or marketing platforms for personalized learning paths. Use Latenode’s visual editor and flexible nodes for streamlined student lifecycle automation.
Related categories
See how Latenode works
FAQ QuickBooks and Teachable
How can I connect my QuickBooks account to Teachable using Latenode?
To connect your QuickBooks account to Teachable 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 Teachable accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation after course purchase?
Yes, you can! Latenode automates QuickBooks invoice creation upon Teachable course purchase. This saves time and ensures accurate financial records with no-code ease and optional custom JavaScript.
What types of tasks can I perform by integrating QuickBooks with Teachable?
Integrating QuickBooks with Teachable allows you to perform various tasks, including:
- Automatically creating invoices in QuickBooks for each Teachable course purchase.
- Updating customer information in QuickBooks when new students enroll in Teachable.
- Generating sales reports in QuickBooks based on Teachable course revenue.
- Triggering payment reminders in Teachable based on invoice statuses in QuickBooks.
- Synchronizing product listings between Teachable courses and QuickBooks inventory.
HowsecureisQuickBooksdatawhenintegratedviaLatenode?
Latenode utilizes secure OAuth authentication and encryption to protect your QuickBooks data, ensuring confidentiality and compliance during integration and workflow execution.
Are there any limitations to the QuickBooks and Teachable integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data synchronization may require manual configuration.
- Complex custom fields in QuickBooks may need custom JavaScript mapping.
- Real-time updates depend on the API rate limits of both QuickBooks and Teachable.