QuickBooks
Finance & accounting
Sync accounting data and automate financial workflows.
Overview
The Softr QuickBooks integration lets your workflows create and update the core records of your QuickBooks Online company: customers, invoices, and payments. When a client signs up or places an order in your Softr app, the workflow can find or create the matching customer, generate an invoice, and record payment — keeping your books in sync with what happens in your app.
In a typical Softr app, QuickBooks turns app activity into accounting records: sign-up forms create customers, completed orders become invoices, and payment confirmations get logged automatically — so your finance team isn't re-entering data by hand.
Available actions
- Create customerAdd a new customer to QuickBooks when someone signs up or submits a form in your app.
- Find customerLook up an existing customer to reuse or update its details, avoiding duplicates.
- Update customerKeep customer details current as users edit their profile or new information arrives.
- Create invoiceGenerate an invoice in QuickBooks when an order is placed or a service is delivered.
- Record paymentLog a payment against an invoice when a client pays through your app.
Example use cases
Usecase
Description
- Order to invoiceWhen a client places an order in your app, create the customer if needed and generate an invoice automatically.
- Sign-ups to customersAdd every new app member as a QuickBooks customer so they're ready to be invoiced.
- Payment confirmationsWhen a client pays through your portal, record the payment against the matching invoice.
- Recurring billing syncKeep customer and invoice records current as subscriptions renew or change in your app.
Key benefits
- Books that update themselves: Customers, invoices, and payments sync from your app without manual entry.
- No duplicate customers: Look up before creating, so your QuickBooks company stays clean.
- No-code setup: Configure everything visually in the workflow editor, mapping in data from any step.
- Your own QuickBooks account: Connect with your existing company file, chart of accounts, and plan.
