QuickBooks

quickbooks.intuit.com
QuickBooks by Intuit is a widely used accounting platform for small and mid-sized businesses, helping teams manage invoices, bills, expenses, customers, vendors, and core financial reports. With strong billing and bookkeeping capabilities, it’s trusted for day-to-day finance operations and audit-ready records across sales and purchasing. The platform supports both routine transaction workflows and reporting needed to track profitability and cash flow.
Connecting QuickBooks enables BOBs to run finance operations with fewer manual steps: create and update invoices/estimates/bills, manage customers and vendors, and keep invoice status current. BOBs can also pull the right financial context (open invoices, past-due lists, receipts, balances, purchases, and key reports) so finance and ops teams always work from accurate, up-to-date numbers. With QuickBooks events, BOBs can act when transactions change—reacting to newly created or updated invoices, purchases, items, and customer records to coordinate follow-up tasks across your business systems (e.g., reminders, downstream updates, or reconciliation workflows). This unlocks use cases like automated billing cycles, proactive collections support, faster month-end reporting, and consistent customer/account maintenance without constant manual bookkeeping.

What can BOBs do with QuickBooks?

Perform actions

  • Create AP Aging Detail Report
  • Create Bill
  • Create Customer
  • Create Estimate
  • Create Invoice
  • Create Payment
  • Create Profit and Loss Detail Report
  • Create Purchase
  • Create Purchase Order
  • Create Sales Receipt
  • Delete Purchase
  • Get Balance Sheet Report
  • Get Bill
  • Get Cash Flow Report
  • Get Customer
  • Get Invoice
  • Get My Company
  • Get Payment
  • Get Purchase
  • Get Purchase Order
  • Get Sales Receipt
  • Get Time Activity
  • List Account IDs Options
  • List Bill ID Options
  • List Class IDs Options
  • List Currency Code Options
  • List Customer Reference Options
  • List Customer Type Options
  • List Department IDs Options
  • List Employee IDs Options
  • List Estimate ID Options
  • List Invoice ID Options
  • List Item ID Options
  • List Open Invoices
  • List Past Due Invoices
  • List Payment ID Options
  • List Payment Method Options
  • List Purchase ID Options
  • List Purchase Order ID Options
  • List Sales Receipt ID Options
  • List Tax Classification ID Options
  • List Tax Code ID Options
  • List Term IDs Options
  • List Time Activity ID Options
  • List Vendor IDs Options
  • List Vendor Reference Options
  • Search Accounts
  • Search Customers
  • Search Invoices
  • Search Invoices
  • Search Items
  • Search Products
  • Search Purchases
  • Search Query
  • Search Services
  • Search Time Activities
  • Search Vendors
  • Send Estimate
  • Send Invoice
  • Sparse Update Invoice
  • Update Customer
  • Update Estimate
  • Update Invoice
  • Update Item
  • Void Invoice

Listen to real-time events

  • New Customer Created
  • New Customer Updated
  • New Employee Created
  • New Employee Updated
  • New Invoice Created
  • New Invoice Updated
  • New Item Created
  • New Item Updated
  • New Purchase Created
  • New Purchase Updated