Connect QuickBooks to Well

All(12)Triggers from QuickBooks(8)Actions in QuickBooks(4)

• 

  When a QuickBooks bill is read

  Pulls QuickBooks bills with vendor, due date, line items, totals, and tax code on the hourly poll.

  Trigger·Invoice
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  When a QuickBooks customer is read

  Reads QuickBooks customer and vendor records with name, billing address, and tax registration to match against your companies.

  Trigger·Company
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  When a QuickBooks sales invoice is read

  Captures QuickBooks sales invoices with customer, amount, currency, and reference for reconciliation.

  Trigger·Invoice
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  When a QuickBooks payment is read

  Reads the payment recorded against a QuickBooks invoice or bill with method and amount.

  Trigger·Payment method
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  When a QuickBooks account is read

  Pulls bank-type accounts from the QuickBooks chart of accounts with currency and account number.

  Trigger·Account
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  When a QuickBooks credit memo is read

  Captures QuickBooks credit memos with customer, totals, and tax so refunds reconcile against the original invoice.

  Trigger·Invoice
• 

  When a QuickBooks purchase order is read

  Pulls QuickBooks purchase orders with vendor, line items, and totals to match against the arriving bill.

  Trigger·Invoice
• 

  When a QuickBooks attachment is read

  Picks up the source document attached to a QuickBooks bill or invoice.

  Trigger·Document
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  Create a bill or receipt in QuickBooks

  Well forwards the PDF to your @qbodocs.com address; QuickBooks creates a bill or receipt with vendor, date, and amount populated. QuickBooks picks the record type per document.

  Action·Invoice

1. 01

   Add your QuickBooks @qbodocs.com inbox

   Find your QuickBooks Online receipts-and-bills inbox address (it ends in @qbodocs.com) and set it as the QuickBooks delivery target in Well. The link is the inbox address; there is no OAuth consent to grant for the delivery path.

   • Delivery@qbodocs.com (email-in)
   • CreatesBill or receipt (QuickBooks picks)
   • Read directionComing soon (roadmap)
2. 02

   Map your entities

   With the address set, Well forwards each extracted invoice or receipt PDF to @qbodocs.com. QuickBooks reads the attachment and creates a bill or receipt with vendor, date, and amount filled in.

   • Mappingpreconfigured by Well
3. 03

   Use the data

   You review and categorise the record inside QuickBooks, which remains the system of record. Well keeps the same document linked to its vendor in your workspace, and inbound read of QuickBooks data is on the roadmap rather than live.

   • First syncstarts as soon as connect completes

An email-in link carries no secret to rotate. Clearing the @qbodocs.com address in Well stops delivery; records already in QuickBooks are unaffected. QuickBooks developer docs.