Approval to QuickBooks Integration | MESA
Connect Approval to QuickBooks and automate your tasks
Activity reports
MESA's Approval to QuickBooks integration is the fastest way to sync data between the two — without touching a line of code. Choose which fields to send, how they're formatted, and when the sync happens. Start with a pre-built template, customize it with AI, or build something completely unique in under 10 minutes.
★★★★★ 4.9 rating on Shopify App Store
Why integrate Approval with QuickBooks
The Approval to QuickBooks integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.
Review AI-generated content before it goes live
When AI writes a product description or generates copy, Approval holds the workflow until a team member confirms it. Content only publishes after a human has seen it — no unreviewed text reaches your storefront.
Gate large orders before they process
When an order exceeds a dollar threshold or contains unusual items, MESA pauses and notifies your team. A manager approves before fulfillment begins — no surprises after the fact.
Require sign-off before issuing refunds or discounts
MESA flags refund requests or discount applications and holds them for approval. Your team reviews the context before anything is issued, keeping margins and exceptions under control.
Send every Shopify order to QuickBooks automatically
When an order is placed, MESA creates the corresponding record in QuickBooks — customer, line items, amount — without anyone touching it. Your books stay current from the moment a sale happens.
Create QuickBooks invoices from Shopify orders
When a wholesale or B2B order comes in, MESA generates an invoice in QuickBooks and routes it to the right customer account. Your billing process runs without manual data entry between systems.
Keep customer records consistent across both platforms
When a new customer places their first Shopify order, MESA creates or updates their record in QuickBooks. Your accounting and your store always reflect the same customer data.
Build any Approval and QuickBooks automation
MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running.
Credit Memo Created
Starts when a credit memo is created.
- ID
- Line
- Customer Ref
- Sync Token
- Currency Ref
- Txn Date
- Custom Field
- Print Status
- Total Amt
- Apply Tax After Discount
- Doc Number
- Txn Tax Detail
- Email Status
- Bill Addr
- Meta Data
- Remaining Credit
- Balance
- Domain
- Sparse
Customer Created
Starts when a customer is created.
- ID
- Sync Token
- Display Name
- Title
- Given Name
- Middle Name
- Suffix
- Family Name
- Primary Email Addr
- Resale Num
- Secondary Tax Identifier
- Default Tax Code Ref
- Preferred Delivery Method
- GSTIN
- Sales Term Ref
- Customer Type Ref
- Fax
- Business Number
- Bill With Parent
- Currency Ref
- Mobile
- Job
- Balance With Jobs
- Primary Phone
- Open Balance Date
- Taxable
- Alternate Phone
- Meta Data
- Parent Ref
- Notes
- Web Addr
- Active
- Company Name
- Balance
- Ship Addr
- Payment Method Ref
- Is Project
- Source
- Primary Tax Identifier
- G S T Registration Type
- Print On Check Name
- Bill Addr
- Fully Qualified Name
- Level
- Tax Exemption Reason ID
Customer Updated
Starts when a customer is modified.
Invoice Created
Starts when an invoice is created.
- ID
- Line
- Customer Ref
- Sync Token
- Ship From Addr
- Currency Ref
- Doc Number
- Bill Email
- Txn Date
- Ship Date
- Tracking Num
- Class Ref
- Print Status
- Sales Term Ref
- Txn Source
- Linked Txn
- Deposit To Account Ref
- Global Tax Calculation
- Allow Online A C H Payment
- Transaction Location Type
- Due Date
- Meta Data
- Private Note
- Bill Email Cc
- Customer Memo
- Email Status
- Project Ref
- Exchange Rate
- Deposit
- Txn Tax Detail
- Allow Online Credit Card Payment
- Allow Online Payment
- Domain
- Sparse
- Custom Field
- Bill Addr
- Ship Addr
- Total Amt
- Home Total Amt
- Apply Tax After Discount
- Balance
Item Created
Starts when an item is created.
- ID
- Item Category Type
- Name
- Sync Token
- Inv Start Date
- Type
- Qty On Hand
- Asset Account Ref
- Sku
- Sales Tax Included
- Track Qty On Hand
- Sales Tax Code Ref
- Class Ref
- Source
- Purchase Tax Included
- Description
- Abatement Rate
- Sub Item
- Taxable
- U Q C Display Text
- Reorder Point
- Purchase Desc
- Meta Data
- Pref Vendor Ref
- Active
- UQCId
- Reverse Charge Rate
- Purchase Tax Code Ref
- Service Type
- Purchase Cost
- Parent Ref
- Unit Price
- Fully Qualified Name
- Expense Account Ref
- Level
- Income Account Ref
- Tax Classification Ref
Update Customer
Update a customer.
- Taxable
- Bill Addr
- Notes
- Job
- Bill With Parent
- Balance
- Balance With Jobs
- Currency Ref
- Preferred Delivery Method
- Domain
- Sparse
- ID
- Sync Token
- Fully Qualified Name
- Display Name
- Print On Check Name
- Active
- Primary Phone
- Primary Email Addr
- Default Tax Code Ref
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