Integrate QuickBooks Online with Retently

Trigger NPS/CSAT surveys after invoice payments or expense tracking, sync customer billing information and contact details, use feedback scores to enhance financial service offerings and customer support strategies.

Start Free Trial
RetentlyQuickBooks Online logo

About QuickBooks Online

QuickBooks Online is a web-based accounting solution that allows users to manage their finances, track expenses, and handle invoices. It supports integrations with various applications for enhanced functionality.

QuickBooks Online logoRetently

QuickBooks Online to Retently

1

New Account

Triggers when you add a new account.
2

New Customer

Triggers when you add a new customer.
3

New Expense

Triggers when a new expense is added.
4

New Invoice

Triggers when you add a new invoice.
5

New Credit Memo

Triggers when a new credit memo is created.
6

New Invoice Paid

Triggers when an invoice is paid in full.
7

New Product

Triggers when a new product is created.
8

New Payment

Triggers when a payment is received.
9

New Purchase Order

Triggers when a new purchase order is added.
10

Updated Bill

Triggers when a bill is updated.
11

Updated Customer

Triggers when an existing customer is updated.
12

Updated Invoice

Triggers when an invoice is updated.
RetentlyQuickBooks Online logo

Retently to QuickBooks Online

1

Create Bill (Item Based)

Creates a new bill, optionally tied to a customer.
2

Create Employee

Creates a new employee.
3

Create Customer

Adds a new customer.
4

Create Expense

Creates a new expense using check, cash, or credit card.
5

Create Journal Entry

Creates a new journal entry.
6

Create Sales Receipt

Adds a new sales receipt.
7

Create Purchase Order

Creates a new purchase order.
8

Send Estimate

Sends an estimate.
9

Update Bill

Updates an existing bill.
10

Update Estimate

Updates an existing estimate.
11

Update Product

Updates an existing product.
12

Create Vendor

Adds a new vendor.
13

Create Deposit

Creates a new deposit in QuickBooks.
14

Create Credit Memo

Creates a new credit memo.
15

Create Estimate

Creates a new estimate.
16

Create Product/Service

Creates a new product or service.
17

Create Invoice

Adds a new invoice.
18

Create Payment

Creates a new payment, optionally linked to an invoice.
19

Create Refund Receipt

Creates a new refund receipt.
20

Send Invoice

Sends an existing invoice.
21

Create Time Activity

Creates a new single time activity.
22

Update Customer

Updates an existing customer.
23

Update Invoice

Updates an existing invoice.
24

Find Account

Finds an account by name.
25

Find Customer

Finds a customer by name or email address.
26

Find Class

Finds a class based on name or ID.
27

Find Payment

Finds a payment based on Id.
28

Find Invoice

Finds an invoice using various identifiers.
29

Find Products

Finds products by names.
30

Find or Create Customer

Finds or creates a specific customer.
31

Find or Create Sales Receipt

Finds or creates a specific sales receipt.
32

Find or Create Vendor

Finds or creates a specific vendor.

Related blog posts

19 Great Customer Service Tips To Improve Your Customer Satisfaction

Customer satisfaction has a massive impact on your business’ success. A...

Greg RaileanuGreg RaileanuJan 4, 202419 min read
19 Great Customer Service Tips To Improve Your Customer Satisfaction

Similar Ecommerce integrations

Integrate 2Chat with Retently2Chatzapier

Trigger NPS/CSAT surveys after significant customer interactions on messaging platforms, sync customer communication data...

Learn more
Integrate AbleCommerce with RetentlyAbleCommercezapier

Trigger NPS/CSAT surveys after order completions or customer interactions, sync customer profiles and purchase...

Learn more
Integrate ablefy with Retentlyablefyzapier

Trigger NPS/CSAT surveys after payment processing or service completion to gather customer feedback, sync...

Learn more
Integrate Agiliron with RetentlyAgilironzapier

Trigger NPS/CSAT surveys after significant customer interactions like account updates or lead conversions, sync...

Learn more
Integrate Alegra with RetentlyAlegrazapier

Trigger NPS/CSAT surveys after invoices are sent or inventory changes, sync customer contact details...

Learn more
Integrate Amazon Seller Central with RetentlyAmazon Seller...zapier

Trigger automated NPS/CSAT surveys after order fulfillment or customer service interactions, sync customer profiles...

Learn more
Integrate AmeriCommerce with RetentlyAmeriCommercezapier

Trigger NPS/CSAT surveys after order completion or customer service interactions, sync customer profiles and...

Learn more
Integrate Amilia with RetentlyAmiliazapier

Trigger NPS/CSAT surveys after registration or booking events, sync customer profiles to keep feedback...

Learn more
Integrate B2B Wave with RetentlyB2B Wavezapier

Trigger NPS/CSAT surveys after order completions or status updates, sync customer profiles and order...

Learn more
Integrate BaseLinker with RetentlyBaseLinkerzapier

Trigger NPS/CSAT surveys after order completions or shipping updates, sync customer order history and...

Learn more
Integrate bexio with Retentlybexiozapier

Trigger NPS/CSAT surveys after invoicing or payroll events, sync customer contact and transaction data...

Learn more
Integrate Big Cartel with RetentlyBig Cartelzapier

Trigger NPS/CSAT surveys after a customer makes a purchase or receives an order, sync...

Learn more

Start your free 7-day trial

Personalize your survey template, import your customers from various services, completely automate the process and start your first survey campaign right away.

CTA Image