# Connect Ask to QuickBooks and automate your tasks ## Why integrate Ask with QuickBooks The Ask to QuickBooks integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code. ### 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 Ask 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 Deleted Starts when a customer is removed. ###### 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 ###### Invoice Deleted Starts when an invoice is removed. ###### Invoice Updated Starts when an invoice is modified. ###### 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 ###### Item Deleted Starts when an item is removed. ###### Item Updated Starts when an item is modified. ###### Create Account Create an account. - Account Type - Name ###### Create Attachable Create an attachable. - Attachable Ref - Note ###### Create Bill Create a bill. - Line - Vendor Ref ###### Create Class Create a class. - Name ###### Create Credit Memo Create a credit memo. - Remaining Credit - Domain - Sparse - ID - Sync Token - Meta Data - Custom Field - Doc Number - Txn Date - Currency Ref - Exchange Rate - Line - Txn Tax Detail - Customer Ref - Bill Addr - Ship Addr - Total Amt - Home Total Amt - Apply Tax After Discount - Print Status - Email Status - Balance - Project Ref ###### Create Customer Create a customer. - Bill Addr - Notes - Display Name - Primary Phone - Primary Email Addr ###### Create Department Create a department. - Name ###### Create Invoice Create an invoice. - Line - Customer Ref ###### Create Item Create an item. - Name - Income Account Ref - Expense Account Ref - Asset Account Ref - Type - Track Qty On Hand - Qty On Hand - Inv Start Date ###### Create Journal Entry Create a journal entry. - Line ###### Create or Update Estimate Create or modify an estimate. - Domain - Sparse - ID - Sync Token - Custom Field - Doc Number - Txn Date - Currency Ref - Exchange Rate - Txn Status - Line - Txn Tax Detail - Customer Ref - Customer Memo - Bill Addr - Ship Addr - Total Amt - Home Total Amt - Apply Tax After Discount - Print Status - Email Status - Bill Email ###### Create Payment Create a payment. - Customer Ref - Total Amt - Line ###### Create Purchase Create a purchase. - Account Ref - Payment Type - Credit - Total Amt - Purchase Ex - Domain - Sparse - ID - Sync Token - Meta Data - Custom Field - Txn Date - Currency Ref - Exchange Rate - Line ###### Create Purchase Order Create a purchase order. - Line - Vendor - Accounts Payable (A/P) Account - Currency Ref - Total Amt - Global Tax Calculation - Txn Date - Custom Field - POEmail - Class Ref - Sales Term Ref - Linked Txn - Memo - POStatus - Transaction Location Type - Due Date - Meta Data - Doc Number - Private Note - Ship Method Ref - Txn Tax Detail - Ship To - Exchange Rate - Ship Addr - Vendor Addr - Email Status - Recur Data Ref - Department Ref ###### Create Sales Receipt Create a sales receipt. - Line ###### Create Tax Agency Create a tax agency. - Display Name ###### Create Tax Service Create a tax service. - Tax Code - Tax Rate Details ###### Create Time Activity Create a time activity. - Name Of - Employee Ref - Start Time - End Time ###### Create Transfer Create a transfer. - From Account Ref - To Account Ref - Amount ###### Delete Employee Remove an employee. ###### Delete Vendor Credit Remove vendor credit. ###### Query Account List Report Request an account list report. ###### Query Aged Payable Detail Report Request an aged payable detail report. ###### Query Aged Payables Report Request an aged payables report. ###### Query Aged Receivable Detail Report Request an aged receivable detail report. ###### Query Aged Receivables Report Request an aged receivables report. ###### Query Balance Sheet Report Request a balance sheet report. ###### Query Cash Flow Report Request a cash flow report. ###### Query Class Sales Report Request a class sales report. ###### Query Credit Memo Query for credit memos. ###### Query Customer Query for customers. ###### Query Customer Balance Detail Report Request a customer balance detail report. ###### Query Customer Balance Report Request a customer balance report. ###### Query Customer Income Report Request a customer income report. ###### Query Customer Sales Report Request a customer sales report. ###### Query Department Sales Report Request a department sales report. ###### Query for Invoice Query for invoices. ###### Query for Item Query for items. ###### Query General Ledger Report Request a general ledger report. ###### Query Journal Entry Query for journal entries. - ID - Sync Token - Txn Date - Doc Number - Private Note - Adjustment - Total Amt - Domain - Sparse - Currency Ref - Txn Tax Detail - Meta Data - Line ###### Query Profit and Less Report Request a profit and less report. ###### Query Profit and Loss Detail Report Request a profit and loss detail report. ###### Query Report Request a report. ###### Query Sales by Product Report Request a sales by product report. ###### Query Transaction List Report Request a transaction list report. ###### Query Transfer Query for a transfer. ###### Query Trial Balance Report Request a trial balance report. ###### Query Vendor Balance Detail Report Request a vendor balance detail report. ###### Query Vendor Balance Report Request a vendor balance report. ###### Query Vendor Expenses Report Request a vendor expenses report. ###### Retrieve Account Grab all details about an account. ###### Retrieve Attachable Grab all details about an attachable. ###### Retrieve Bill Grab all details about a bill. ###### Retrieve Bill Payment Grab all details about a bill payment. ###### Retrieve Class Grab all details about a class. ###### Retrieve Company Information Grab all details about the company. ###### Retrieve Credit Memo Grab all details about a credit memo. ###### Retrieve Customer Grab all details about a customer. ###### Retrieve Department Grab all detail about a department. ###### Retrieve Deposit Grab all details about a deposit. ###### Retrieve Employee Grab all details about an employee. ###### Retrieve Estimate Grab all details about an estimate. ###### Retrieve Exchange Rate for Individual Currency Code Grab all details about an exchange rate for a specific currency code. ###### Retrieve Invoice Grab all details about an invoice. ###### Retrieve Item Grab all details about an item. ###### Retrieve Journal Entry Grab all details about a journal entry. ###### Retrieve Payment Grab all details about a payment. ###### Retrieve Payment Method Grab all details about a payment method. ###### Retrieve Preference Grab all details about a preference. ###### Retrieve Purchase Grab all details about a purchase. ###### Retrieve Purchase Order Grab all details about a purchase order. - ID - Doc Number - Sync Token - Domain - Sparse - Txn Date - Total Amt - POStatus - Private Note - A P Account Ref - Currency Ref - Vendor Ref - Ship Addr - Vendor Addr - Line - Custom Field - Meta Data ###### Retrieve Refund Receipt Grab all details about a refund receipt. ###### Retrieve Sales Receipt Grab all details about a sales receipt. ###### Retrieve Tax Agency Grab all details about a tax agency. ###### Retrieve Tax Code Grab all details about a tax code. ###### Retrieve Tax Rate Grab all details about a tax rate. ###### Retrieve Term Grab all details about a term. ###### Retrieve Transfer Grab all details about a transfer. ###### Retrieve Vendor Grab all details about a vendor. ###### Retrieve Vendor Credit Grab all details about a vendor credit. ###### Update Bill Payment Modify a bill payment. - Vendor - Pay Type - Check Payment - Total Amt - Private Note - Line ###### Update Credit Memo Modify a credit memo's details. ###### 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 ###### Update Deposit Modify a deposit. - Deposit To Account Ref - Total Amt - Domain - Sparse - ID - Sync Token - Txn Date - Currency Ref - Exchange Rate - Line ###### Update Journal Entry Modify a journal entry's details. - Sparse - ID - Sync Token - Transaction Date - Journal Number - Memo - Adjusting Entry - Currency - Exchange Rate - Tax Calculation - Tax Details - Lines ###### Update Payment Method Modify a payment method. - Name - Active - Type - Domain - Sparse - ID - Sync Token - Meta Data ###### Update Preference Modify a preference. - Accounting Info Prefs - Product And Services Prefs - Sales Forms Prefs - Email Messages Prefs - Vendor And Purchases Prefs - Time Tracking Prefs - Tax Prefs - Currency Prefs - Report Prefs - Other Prefs - Domain - Sparse - ID - Sync Token - Meta Data ###### Update Purchase Order Modify a purchase order's details. - Sparse - ID - Sync Token - Accounts Payable (A/P) Account - Vendor - Line - Currency Ref - Global Tax Calculation - Txn Date - Custom Field - POEmail - Class Ref - Sales Term Ref - Linked Txn - Memo - POStatus - Transaction Location Type - Due Date - Meta Data - Doc Number - Private Note - Ship Method Ref - Txn Tax Detail - Ship To - Exchange Rate - Ship Addr - Vendor Addr - Email Status - Recur Data Ref - Department Ref ###### Update Refund Receipt Modify a refund receipt. - Domain - Sparse - ID - Sync Token - Meta Data - Custom Field - Doc Number - Txn Date - Currency Ref - Exchange Rate - Line - Txn Tax Detail - Total Amt - Home Total Amt - Apply Tax After Discount - Print Status - Balance - Payment Ref Num - Deposit To Account Ref ###### Update Term Modify a term. - Name - Active - Type - Discount Percent - Due Days - Domain - Sparse - ID - Sync Token ###### Update Vendor Modify a vendor. - Bill Addr - Tax Identifier - Balance - Acct Num - Vendor1099 - Currency Ref - Domain - Sparse - ID - Sync Token - Title - Given Name - Family Name - Suffix - Company Name - Display Name - Print On Check Name - Active - Primary Phone - Mobile - Primary Email Addr - Web Addr ###### Upload Attachments Upload and link new attachments. ###### Ask Use AI and a friendly yeti to answer questions with your data. - Content ## Expert support included MESA includes hands-on support from automation experts who know how to get things done.