QuickBooks Integrations

How to Use QuickBooks Integrations

QuickBooks integrations in Latenode mean you can connect accounting data with other business apps. Create invoices, track payments, and manage customer data using visual workflows. These integrations are ideal for automating finance tasks and reporting.

Here's How to Use QuickBooks integration in Latenode:

• Add QuickBooks node: Find it in the integrations library and drag it to the canvas.
• Authenticate: Connect Latenode to your QuickBooks account using your credentials.
• Choose an action: Select what QuickBooks action you want to run.
• Map your data: Link data fields between QuickBooks and other nodes.

These steps let you embed accounting data in your automations. For example, trigger invoice creation when a sales deal closes in your CRM. Or send payment updates from QuickBooks to your customer support team. Connect it to email or messaging apps.

• Faster Invoicing: Create and send invoices in QuickBooks based on triggers.
• Better Reporting: Pull financial data into dashboards for real-time insights.
• Error Reduction: Sync data across platforms, removing manual data entry.

• Finance: When a payment is received in PayPal, QuickBooks automatically updates the customer's balance. This helps track income and reduce manual data entry.
• Customer Support: Create QuickBooks invoices from Zendesk tickets. This ensures accurate billing for support services rendered to customers.
• E-commerce: When a new order is placed in Shopify, create a sales receipt in QuickBooks. This keeps accounting synchronized with sales activity.
• Marketing: Add new HubSpot contacts to QuickBooks. This helps manage customer information for targeted campaigns and billing.
• Sales: When a deal closes in Pipedrive, QuickBooks generates an invoice. This automates billing after a successful sale.

Best integrations for QuickBooks 2025

These integrations add serious automation capabilities to your QuickBooks account.

Google Sheets

Extract and load QuickBooks data to Google Sheets. Conduct live reporting and analysis using spreadsheets. Use calculations and visualizations for better financial insights. Automate report generation. Send customized reports based on QuickBooks data. Schedule regular backups and audits.

Slack

Get instant Slack notifications on QuickBooks events like new invoices. Share payment confirmations and transaction summaries. Alert specific channels about overdue invoices. Facilitate faster approvals on expense reports. Improve team communication. Keep accounting top-of-mind across sales and support.

Stripe

Automatically sync Stripe payments to QuickBooks. Match transactions for correct record-keeping. Update income and expense data. Streamline reconciliation. Create workflows that trigger actions after payments. Track refunds and fees. Shorten accounting cycles with less manual work.

HubSpot

Connect sales data from HubSpot to QuickBooks. Make accounting workflows smarter. Generate invoices. Update customer records. Calculate commissions automatically. Track revenue accurately from end-to-end. Improve sales forecasting with up-to-date financial data. Enhance CRM insights.

Airtable

Manage product catalogs using Airtable, then update QuickBooks automatically. Use Airtable to create customer databases. Link data, automate workflows, and streamline your operations. Track inventory. Use Airtable's interface for reporting. Keep QuickBooks records in sync without manual data entry.

Twilio

Send SMS payment reminders via Twilio using QuickBooks data. Notify customers about invoices and payment confirmations. Automate communication based on transaction status. Improve collections by personalizing messages. Reduce late payments through proactive outreach. Track SMS communication costs directly within QuickBooks.

Gmail

Send invoices through Gmail using data in QuickBooks. Send personalized payment reminders. Archive financial correspondence automatically. Track invoice views. Trigger follow-up actions based on email interactions. Consolidate accounting tasks. Handle communication at scale.

Salesforce

Sync customer and transaction data between Salesforce and QuickBooks. Automate invoice generation. Improve sales reporting with financial insights. Track customer lifetime value. Shorten sales cycles with clear financial information. Connect your sales and accounting teams for better outcomes.

Google Calendar

Schedule recurring invoices using Google Calendar. Set reminders for invoice reviews and financial reports. Plan payment deadlines. Get alerts about key accounting tasks. Coordinate financial activities across your team. Stay organized. Never miss crucial accounting deadlines or review dates.

SQL Database

Back up QuickBooks data to SQL for secure archiving. Perform advanced data analysis and reporting. Integrate QuickBooks data with other business systems. Create custom dashboards. Ensure data integrity. Gain deeper insights. Maintain compliance and protect against data loss.

• Shopify. When new orders are created, automatically create invoices in QuickBooks and update inventory levels to maintain accurate stock records.
• HubSpot. Create QuickBooks invoices for new deals that reach the 'Closed Won' stage, ensuring seamless sales and accounting alignment.
• Slack. Receive instant notifications in a dedicated channel for every new payment received or invoice generated in QuickBooks.
• Google Sheets. Automatically export QuickBooks data to spreadsheets for custom reporting and financial analysis.
• Airtable. Sync customer data between QuickBooks and databases, keeping contact information consistent across systems.
• Mailchimp. Update customer contact lists based on purchase history from QuickBooks for targeted email marketing campaigns.
• Zoho CRM. Create new QuickBooks customers or update existing ones when new leads are converted into customers, ensuring data consistency.
• ClickUp. Generate tasks for overdue invoices in QuickBooks to ensure timely follow-up on collections.

What is QuickBooks used for?

QuickBooks helps small businesses manage their finances. You can track income and expenses, create invoices, run reports, and handle payroll, all in one place.

How do I create an invoice?

Go to the Sales tab and select Invoices. Click "Create invoice," then enter customer details, products/services, and payment terms. Preview and send it by email or print it.

Can I track expenses in QuickBooks?

Yes, you can. Connect your bank accounts to automatically import transactions, or manually enter expenses. Categorize them for accurate financial reporting and tax preparation.