QuickBooks

The QuickBooks integration allows you to interact with customers, invoices, payments, and other financial data directly from your Glide apps

Adding the QuickBooks Integration

1. In Glide, click the Settings icon in the upper-right corner.

2. Navigate to the Integrations tab and select QuickBooks.

3. Click the Add button.

4. Click Connect, then sign in to your Salesforce account.

Features and Actions

The QuickBooks integration in Glide provides access to 140+ actions across 30+ QuickBooks objects, including:

• Accounts - Chart of accounts for tracking finances

• Bills - Bills you need to pay

• Customers - Customer information and contacts

• Invoices - Sales invoices sent to customers

• Payments - Payments received from customers

• Vendors - Vendor information and contacts

• Employees - Employee records

• Items - Products and services you sell

• Estimates - Quotes and estimates for customers

• Purchase Orders - Orders placed with vendors

• Journal Entries - Manual accounting entries

• And many more

For most objects, Glide supports five standard actions:

• Create - Add a new record

• Delete - Remove a record

• Find by ID - Retrieve a specific record

• List - Get multiple records

• Update - Modify an existing record

Using QuickBooks Actions

All QuickBooks actions can be added to Components that support Actions or to Workflows in the Workflow Editor. 60+ QuickBooks actions can be used as Computed Columns in the Data Editor.

In the Layout Editor

1. Select the Component you'd like to add the action to. Remember, this must be a component that supports actions.

2. Search for the QuickBooks action you want to use or navigate to Integrations → QuickBooks and select the action.

3. Name the action.

4. Choose an icon.

5. Configure the action fields based on the QuickBooks object and operation you're performing.

6. Choose where to store the result if the action returns data. Depending on the action, you may need to create additional columns to store the results.

7. Click away to save your configuration.

In the Data Editor

1. Open the table where you want to use a QuickBooks action.

2. Add a new column by clicking the (+) plus symbol to the right of the table.

   • New columns added with the plus button will always appear on the right. If you'd like to add a column somewhere else in your data, you can select the dropdown menu on an existing column and choose Add column right. You can also click and drag columns to rearrange them.

3. Name your column.

4. Search for the QuickBooks action you want to use or navigate to Integrations → QuickBooks and select the action.

5. Configure the action fields based on the QuickBooks object and operation you're performing. Depending on the action, you may need to create additional columns to store the results.

6. Select Save.

In the Workflow Editor

1. Select the (+) plus symbol or the + New Workflow button.

2. Select the data source for the action where the action is triggered.

3. Search for the QuickBooks action you want to use or navigate to Integrations → QuickBooks and select the action.

4. Configure the action fields based on the QuickBooks object and operation you're performing.

5. Choose where to store the result if the action returns data. Depending on the action, you may need to create additional columns to store the results.

6. Click away to save your configuration.

Working with JSON Responses

QuickBooks actions return data in JSON format. You may need to parse JSON response bodies to extract specific values. For more information about working with JSON data in Glide, check out our documentation on JSON.

Using the QuickBooks API

For advanced use cases, the Call QuickBooks API action allows you to make custom API requests. Learn more about Call API.

QuickBooks has its own API rate limits and usage restrictions based on your QuickBooks account. These limits still apply when using QuickBooks through Glide. Learn more about QuickBooks rate limits.