Connect Infinite Options to QuickBooks and automate your tasks

Why integrate Infinite Options with QuickBooks

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

Route custom orders to the right production workflow based on selected options

When a customer chooses specific Infinite Options selections — an engraving, a rush processing add-on, a custom dimension — MESA reads those details and kicks off the right fulfillment workflow in Shopify. Your production process starts correctly from the moment the order is placed without anyone manually interpreting the options.

Alert your team when a custom or complex order needs immediate attention

When an order containing specific Infinite Options selections arrives — a high-value add-on, a custom configuration, a date-sensitive request — MESA notifies the right person through Slack or email with the order details already attached. Your team responds while the production window is still open.

Sync custom order option data to your ops and production tools

When an order with Infinite Options selections is placed, MESA writes the option details — engravings, dimensions, colors, add-ons — to Airtable, Google Sheets, or a ClickUp task. Your production team works from a structured record without anyone transcribing custom details out of the Shopify order by hand.

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 Infinite Options 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

Item Updated

Starts when an item is modified.

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