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- Examples
- Reference
QuickBooks Online
Look up the QuickBooks Online connector: its actions and events in alphabetical order, and the sign-in methods of a QuickBooks Online connection.
The QuickBooks Online connector lets a workflow manage customers, vendors, items, and attachments. In the Add node panel, it's in the Connector category, under QuickBooks Online. How connector nodes work describes how a connector node is set up.
This page lists what the connector can do in Maestro Automate. Select an action or event to see how to configure it.
Actions
Each action is a node that does one thing in QuickBooks Online.
| Action | What it does |
|---|---|
| Create Customer | Create a new customer record in QuickBooks Online. |
| Create Item | Create a new item in QuickBooks Online. |
| Create Vendor | Create a new vendor in QuickBooks Online. |
| Delete Record | Deletes a record in QuickBooks Online. |
| Get Attachment | Retrieve an attachment from QuickBooks Online. |
| Get Attachment Download Link | Retrieve a download link for an attachment from QuickBooks Online. |
| Get Record | Retrieves a record in QuickBooks Online. |
| Get Sync Token by ID | Retrieve the Sync Token for a selected object by ID in QuickBooks Online. |
| Insert Record | Insert a new record in QuickBooks Online. |
| List All Records | List all records in QuickBooks Online. |
| List Attachments | Retrieve a list of attachments in QuickBooks Online. |
| Replace Record | Replace a record in QuickBooks Online. |
| Search Customers | Retrieve customer details using an email address in QuickBooks Online. |
| Search Items | Retrieve item details using SKU or Name in QuickBooks Online. |
| Update Customer | Update existing customer details in QuickBooks Online. |
| Update Item | Update existing items in QuickBooks Online. |
| Update Record | Updates a record in QuickBooks Online. |
| Update Vendor | Update existing vendor details in QuickBooks Online. |
Events
Each event can start a workflow, as a Connector trigger, or pause a run until it happens, as a Connector event. In the connector's list, events have the WAIT tag.
| Event | What it does |
|---|---|
| Bill Created | Trigger automation when a new bill is created in QuickBooks Online. |
| Bill Updated | Trigger when an existing bill is updated in QuickBooks Online. |
| Customer Created | Trigger when a new customer is created in QuickBooks Online. |
| Customer Updated | Trigger when an existing customer is updated in QuickBooks Online. |
| Estimate Created | Trigger when a new estimate is created in QuickBooks Online. |
| Estimate Updated | Trigger when an existing estimate is updated in QuickBooks Online. |
| Invoice Created | Trigger actions when a new invoice is created in QuickBooks Online. |
| Invoice Updated | Trigger actions when an existing invoice is updated in QuickBooks Online. |
| Item Created | Trigger when a new item is created in QuickBooks Online. |
| Item Updated | Trigger for when an existing item is updated in QuickBooks Online. |
| Record Created | Triggers when you add a new record. |
| Record Updated | Triggers when an existing record was updated. |
| Vendor Created | Trigger when a new vendor is created in QuickBooks Online. |
| Vendor Updated | Trigger when an existing vendor is updated in QuickBooks Online. |
Connection
A QuickBooks Online node signs in through a connection. Create a connection describes how to create one from the node. On the Connect to page, choose one of these sign-in methods:
| Sign-in method | What you need |
|---|---|
| OAuth 2.0 Authorization code | An Email address or a user ID associated with your account, and a Password to your account. |
| Bring your own OAuth 2.0 App | Client ID, Client Secret. |
QuickBooksOnline authentication in the Integration Service guide describes the full connection setup, including prerequisites and advanced settings.
Next steps
- Connector: every connector, grouped by area.
- Create a connection: sign a workflow in to an app.
- Community: ask questions and share workflows with other builders on the UiPath Forum.