UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.

UPilot

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

Zapier Interfaces

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Filter by Zapier

Trigger for invoices due within this many days from now.

Depending on which "Search Field" you selected, the search value must exactly match the "Display name as" field or "Email" field or "Id" field in Quickbooks.

If both ID and Name are provided, ID will be used.

If both ID and Display Name are provided, ID will be used.

Find the Employee with this Display Name.

The search will prioritize the values in the following order: invoice number, invoice ID, invoice date, and then invoice due date.

Enter the Product Name or SKU. If both are provided, the Product Name will be used.

Enter the vendor's display name exactly as it appears in QuickBooks Online.

Only available if [multicurrency](https://community.intuit.com/articles/1145843-turn-on-multicurrency-and-add-or-delete-currencies) is enabled.

Choose a Parent Customer if you're creating a Job/sub-customer.

Given/First name or family name of a employee.

If true, this entity is currently enabled for use by QuickBooks.

When using Currency Field, ensure Multi-Currency is enabled in your QuickBooks account and the Customer chosen is the currency that matches the Currency Field.

Select a specific customer, or, use the below field to look up a customer on demand.

If you just have access to the customer's name or email, use this.

Only available if [class tracking](https://community.intuit.com/articles/1146024-set-up-and-work-with-class-and-location-tracking) is enabled and assigned using the "one to each row in transaction" option.

Will be added as a Discount Line item. The company preference **Sales Form Entry | Discounts** must be enabled.

If Auto Generate Number is checked, this field will be ignored.

If checked, the sales receipt number will be automatically generated.

Only available if [multicurrency](https://developer.intuit.com/app/developer/qbo/docs/workflows/manage-multiple-currencies) is enabled.

The number of home currency units it takes to equal one unit of currency specified above. Only available if [multicurrency](https://developer.intuit.com/app/developer/qbo/docs/workflows/manage-multiple-currencies) is enabled.

Only available if [class tracking](https://community.intuit.com/articles/1146024-set-up-and-work-with-class-and-location-tracking) is enabled and assigned using the "one to entire transaction" option.

Only available if your preferences allow tracking of department.

Specifies the customer associated with the bill.

If a line item is billable, please use the Customer field to specify which customer.

Reference to the account where the deposit is made.

Reference to the department for this transaction.

The account location (for France locales only).

Memo associated with the cash back transaction.

Defaults to today's date if not specified.

If Auto Generate is checked, this field will be ignored.

If checked, the credit memo number will be automatically generated.

Max of 21 characters. If empty, Quickbooks will generate one by incrementing the last number, but only if you have custom transaction numbers disabled.

When using this field, the Rate * Quantity must be equal to the line amount

If the customer you enter in the "Customer" field has a default billing address, that address will be used if this field is left blank.

If the customer you enter in the "Customer" field has a default shipping address, that address will be used if this field is left blank.

Email address where estimate is sent. Separate emails with commas for multiple addresses

If set to true, the Bill Email field should also be provided

Discount values must be positive (e.g. `10` for a 10 value discount)

Discount values must be positive (e.g. `10` for a 10% discount)

Is the payee a Vendor, Customer, or Employee?

Will be used as check number if payment type is check.

Only applicable if payment type is check.

You must enter an amount here or in the "Amount" field under "Item Details."

You must enter an amount here or in the "Amount" field under "Account Details."

Only available if [multicurrency](https://developer.intuit.com/app/developer/qbo/docs/workflows/manage-multiple-currencies) is enabled. Defaults to your home currency if left blank.

Exchange Rate based on the Currency chosen. Only available if [multicurrency](https://developer.intuit.com/app/developer/qbo/docs/workflows/manage-multiple-currencies) is enabled.

If not set, the customer's primary email will be used.

If empty, no Invoice number is added. Max of 21 characters or put AUTO_GENERATE to let QuickBooks increment this automatically.

The name or email of the customer to add this invoice to.

Discount values must be positive (e.g. `.10` for a 10% discount)

Only available if [multicurrency](https://community.intuit.com/articles/1145843-turn-on-multicurrency-and-add-or-delete-currencies) is enabled. Defaults to your home currency if left blank.

Total amount of "Debits" line items must equal the total amount of "Credits" line items.

Total amount of "Credits" line items must equal the total amount of "Debits" line items.

If checked, the invoice number will be automatically generated.

You must provide an amount if you are not adding a Bundle Item.

Reference to the Project ID associated with this transaction. This feature is only available on the Quickbooks Online Plus plan and up. For help on finding the Project ID, please reach out to Quickbooks Support.

The amount that has not been applied to pay amounts owed for sales transactions.

Only choose an invoice if this payment is linked to one.

Address to which the payment should be sent.

Address to which the vendor shipped or will ship goods associated with purchase.

Used to specify the vendor e-mail address where the purchase req is sent.

For internal use. Will not appear on purchase order to vendor

If email is not provided, the invoice will be sent to the email address on the invoice and the email will use the current email template.

Send to an explicit email address instead of the invoice billing one, and updates the one on the invoice to this.

Send to an explicit email address instead of the receipt billing one, and updates the one on the sales receipt to this.

The date when the product or service is expected to be shipped.

Name of the person who accepted the estimate.

The exchange rate for the estimate (if multicurrency is enabled).

Reference to the department associated with the estimate.

If true, calculates the sales tax after discounts are applied.

Private note about the transaction, not visible to the customer.

User-entered message to the customer visible on the estimate.

Type of the item. You can't change the type from Inventory to Service or NonInventory.

True if the sales tax is included in the item amount, and therefore is not calculated for the transaction.

Reference to the sales tax code that applies to the item.

Reference to the Class for the item. Query the Class name list resource to determine the appropriate object for this reference.

The Source type of the transactions created by QuickBooks Commerce. Valid values include: QBCommerce

True if the purchase tax is included in the item amount, and therefore is not calculated for the transaction.

If true, this is a sub item. If false or null, this is a top-level item. Creating inventory hierarchies with traditional inventory items is being phased out in lieu of using categories and sub categories.

If true, transactions for this item are taxable. Applicable to US companies, only.

Description of the item for purchase transactions.

Amount paid when buying or ordering the item, as expressed in the home currency.

Corresponds to the Price/Rate column on the QuickBooks Online UI to specify either unit price, a discount, or a tax rate for item.

The date when the product or service was shipped.

Either Total Amount or Amount must be specified.

Total amount of the transaction. This is a read-only field.

The reference number for the payment received.

Account to which payment money is deposited.

Shipping provider's tracking number for the delivery.

User-entered message to the customer visible on the sales receipt.

Requests can only be made to domains associated by this application. View [documentation](https://help.zapier.com/hc/en-us/articles/12899607716493) for more details.

These params will be URL-encoded and appended to the URL when making the request.

Authentication headers are included automatically

Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.

Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, `{"foo": "bar"}` is perfectly valid.

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

Data entry can be the most tedious part of any sale. Zapier and QuickBooks take the headache out of the process by automatically creating sales receipts and invoices. And after your sale, you can use Zapier to stay connected to your users and foster relationships with loyal customers. 

Here are some creative ways to use QuickBooks Online with Zapier:

 Stop spending time on tedious, manual data entry when you use Zapier to add new PayPal sales or Stripe charges as sales receipts in QuickBooks Online.

 After an order is complete, you’ll want to keep your customers informed about your latest sales promotions, new products on the shelves, and company news. Use Zapier to subscribe new customers in QuickBooks Online to your MailChimp list.

 Back up your data when you use Zapier to add new QuickBooks Online invoices to a Google Sheets spreadsheet.

QuickBooks Online

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Xero

FreeAgent is accounting software simplified. It provides a simplified way for freelancers and small business owners to manage their books and invoicing.

FreeAgent

Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.

Wave

Keeping your books and contacts organized is a big job. If you're using QuickBooks Online to manage your invoicing, with the UPilot-Quickbooks Online integration you can automatically create Customers in QuickBooks when a deal is marked as Won in UPilot. 

How this UPilot-QuickBooks Online integration works

Zapier automatically creates the Customer in QuickBooks Online

QuickBooks Online + UPilot + Filter by Zapier

Create QuickBooks Online Customers for Won Deals in UPilot

Supported triggers and actions

New Company

Updated Deal

New Task

New Deal

New Person

Only continue if...

About QuickBooks Online

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