# Connect Google Docs to QuickBooks and automate your tasks

## Why integrate Google Docs with QuickBooks

The Google Docs to QuickBooks integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.

### Generate order and customer documents without manual writing

When an order is placed or a customer record is updated in Shopify, MESA creates a populated Google Doc — invoice, summary, brief — using your template. Every document is ready without anyone drafting it from scratch.

### Turn Shopify events into briefings your team can act on

When a wholesale order comes in, a return is filed, or a VIP customer reaches a milestone, MESA creates a Google Doc with the relevant details and shares it with the right person. Your team has context without digging through the admin.

### Keep product and operational docs current automatically

When a product is updated in Shopify — new description, price change, inventory note — MESA updates the corresponding Google Doc. Your internal catalog, SOPs, and reference docs stay in sync with what's actually in your store.

### 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 Google Docs 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

###### 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

###### Document Created

Starts when a document is created.

- ID  
- Name  
- Parents  
- Created Time  
- Modified Time  
- Owners  
- Drive ID  
- Web View Link  
- Trashed  
- Starred

###### 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

... (continued as per original structure) ...

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