Configure Quickbooks integration in workflows | Zoho Creator Help

Configure Quickbooks integration in workflows

Zoho Creator allows data to be automatically pushed to Quickbooks on form submission using this workflows.
To configure the action:
  1. Select Successful form submission under the When to trigger workflow dropdown while creating a new workflow.
     
  2. Click the Add New Action block. The Add New Action window will slide in from the right.


  3. Zoho Creator executes the action whenever there is an activity on the form. You can run the action for selected records by setting the criteria. Refer to the Set criteria page to learn more about setting criteria in a workflow.


  4. Select Integrations action type.


  5. Choose Quickbooks from the Service list. 
  6. Choose Add New Connection from the Connection drop-down field.


  7. Specify the Connection Name and click Create and Authorise.


  8. Enter the name of the Authorizing account.

  9. The browser will open the Quickbooks login page on a new tab. Specify the Username and Password
     of your Quickbooks account and click Sign In.


  10. Click Connect to authorize Zoho Creator to access your Company's data in QuickBooks.


  11. Upon successful authentication, choose the Quickbooks module that you want to push the data
     to.

  12. Select the Quickbooks action  you want to perform.
    The following actions are supported:

    1. Create Account

    2. Create Customer

    3. Create Department

    4. Create Employee

    5. Create Vendor

  13. Based on the action you have selected, you can create a connection or select from existing connections:

    1. Add a new connection: Use Add Connection if none exist, or the + icon to add another. The selected action is automatically assigned and cannot be changed.

    2. Select a connection: Choose an existing Quickbooks connection from the drop-down list based on the selected action.

  14. If the connections is not authorized, then you will need to authorize before continuing. To authorize the connection:

    1. Select Authorize to authorize any unauthorized connection before continuing.

    2. Enter the name of the Authorising account.

    3. The browser will open the Quickbooks login page on a new tab. Specify the Username and Password of your Quickbooks account. then click Sign In.

    4. Click Connect to authorize Zoho Creator to access your Company's data in QuickBooks.

  15. Based on the selection made in the Module field, Zoho Creator lists the mandatory and other fields

    1. Mandatory fields - These are the required fields in the chosen Quickbooks module that must be mapped to a corresponding field in Zoho Creator. The drop-down lists the fields on your Creator form. Select the required field. 
      Note: The mandatory fields vary based on the selected service and module.

    2. Other fields - You can map fields in the chosen Quickbooks action to the fields in your Zoho Creator form. This is optional. Click Add icon to map more fields. 



  16. ​
  17. Click Save to add the selection.
  18. Click Done in the top-right corner of the screen.
Related Topics