Katana to QuickBooks Integration | MESA

Connect Katana to QuickBooks and automate your tasks

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Activity reports

Fully supported

MESA's Katana 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.

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Why integrate Katana with QuickBooks

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

Order automation →

Keep Katana production orders in sync with Shopify sales

When an order is placed in Shopify, MESA creates or updates the corresponding production order in Katana. Your manufacturing queue stays current with demand without anyone manually bridging the two systems.

Inventory management →

Update Shopify inventory when Katana production is complete

When a production run finishes in Katana, MESA updates the available stock in Shopify. Your storefront reflects what's actually ready to sell without a manual sync step between your factory floor and your store.

Data integration →

Log production and materials data where your ops team works

When Katana records a production event — a run started, a material consumed, a batch completed — MESA writes the details to Airtable, Google Sheets, or ClickUp. Your operations team has a running view without leaving their tools.

Data integration →

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.

Order automation →

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.

Customer experience →

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 Katana 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.

Customer Created

Starts when a customer is created.

Customer Deleted

Starts when a customer is removed.

Customer Updated

Starts when a customer is modified.

Invoice Created

Starts when an invoice is created.

Invoice Deleted

Starts when an invoice is removed.

Invoice Updated

Starts when an invoice is modified.

Item Created

Starts when an item is created.

Item Deleted

Starts when an item is removed.

Item Updated

Starts when an item is modified.

Current Inventory Material Out of Stock

Starts when a material's current stock level is below the optimal level (quantity_missing_or_excess <= 0).

Current Inventory Material Updated

Starts when a material's current stock level or average cost is updated.

Current Inventory Product Out of Stock

Starts when a product's current stock level is below the optimal level (quantity_missing_or_excess <= 0).

Current Inventory Product Updated

Starts when a product's current stock level or average cost is updated.

Product Created

Starts when a product is created.

Product Deleted

Starts when a product is deleted.

Product Updated

Starts when a product is updated.

Sales Order Availability Updated

Starts when availability or expected date is updated for products or ingredients.

Sales Order Created

Starts when a sales order is created.

Sales Order Deleted

Starts when a sales order is deleted.

Sales Order Delivered

Starts when a new sales order's status is marked as delivered.

Sales Order Packed

Starts when a new sales order's status is marked as packed.

Sales Order Updated

Starts when a sales order is updated.

Create Account

Create an account.

Create Attachable

Create an attachable.

Create Bill

Create a bill.

Create Class

Create a class.

Create Credit Memo

Create a credit memo.

Create Customer

Create a customer.

Create Department

Create a department.

Create Invoice

Create an invoice.

Create Item

Create an item.

Create Journal Entry

Create a journal entry.

Create or Update Estimate

Create or modify an estimate.

Create Payment

Create a payment.

Create Purchase

Create a purchase.

Create Purchase Order

Create a purchase order.

Create Sales Receipt

Create a sales receipt.

Create Tax Agency

Create a tax agency.

Create Tax Service

Create a tax service.

Create Time Activity

Create a time activity.

Create Transfer

Create a transfer.

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.

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.

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.

Update Credit Memo

Modify a credit memo's details.

Update Customer

Update a customer.

Update Deposit

Modify a deposit.

Update Journal Entry

Modify a journal entry's details.

Update Payment Method

Modify a payment method.

Update Preference

Modify a preference.

Update Purchase Order

Modify a purchase order's details.

Update Refund Receipt

Modify a refund receipt.

Update Term

Modify a term.

Update Vendor

Modify a vendor.

Upload Attachments

Upload and link new attachments.

Assign Serial Numbers to Resource

Assign serial numbers to a resource.

Change Product Operation's Rank

Modify the product operations's rank.

Create Customer

Create a customer.

Create Customer Address

Add an address to an existing customer. A customer can have one billing address and multiple shipping addresses. If the new address is the first of its type, it is assigned as the default.

Create Make-to-Order Manufacturing Order

Create a manufacturing order that is linked to a specific sales order row.

Create Manufacturing Order

Create a manufacturing order. Manufacturing order recipe and operation rows are created automatically based on the product recipe and operations.

Create Manufacturing Order Operation Row

Add an operation row to an existing manufacturing order. Operation rows cannot be added when the manufacturing order status is DONE.

Create Manufacturing Order Production

Create a manufacturing order production.

Create Manufacturing Order Recipe Row

Add a recipe row to an existing manufacturing order. Recipe rows cannot be added when the manufacturing order status is DONE.

Create Material

Create a material.

Create Outsourced Purchase Order Recipe Row

Add a recipe row to an existing outsourced purchase order. Recipe rows cannot be added when the order status is RECEIVED.

Create Product

Create a product.

Create Product Operations

Create one or many new product operation rows for a product.

Create Purchase Order

Create a purchase order. /purchase_orders

Create Purchase Order Additional Cost Row

Add a purchase order additional cost row to an existing group.

Create Purchase Order Row

Create a purchase order row.

Create Recipes

Create a recipe.

Create Sales Order

Create a sales order.

Create Sales Order Address

Create a new sales order address.

Create Sales Order Fulfillment

Create a sales order fulfillment.

Create Sales Order Row

Create a sales order row.

Create Sales Order Shipping Fee & Add it to Sales Order

Create a sales order shipping fee and add it to sales order.

Create Stock Adjustment

Create a stock adjustment.

Create Stock Transfer

Create a stock transfer.

Create Stocktake

Create a stocktake.

Create Stocktake Row

Add one or many new rows for a stocktake.

Create Supplier

Create a supplier.

Create Supplier Address

Create a supplier address.

Create Tax Rate

Create a tax rate.

Create Variant

Create a variant.

Delete Customer

Remove a customer.

Delete Customer Address

Remove a customer's address.

Delete Manufacturing Order

Remove a manufacturing order.

Delete Manufacturing Order Operation Row

Remove a manufacturing order operation row.

Delete Manufacturing Order Production

Remove a manufacturing order production.

Delete Manufacturing Order Recipe Row

Remove a manufacturing order recipe row.

Delete Material

Remove a material.

Delete Outsourced Purchase Order Recipe Row

Remove an outsourced purchase order recipe row.

Delete Product

Remove a product.

Delete Product Operation Row

Remove a product operation row.

Delete Purchase Order

Remove a purchase order.

Delete Purchase Order Additional Cost Row

Remove a purchase order additional cost row.

Delete Purchase Order Row

Remove a purchase order row.

Delete Recipe

Remove a recipe.

Delete Recipe Row

Remove a recipe row.

Delete Sales Order

Remove a sales order.

Delete Sales Order Address

Remove a sales order address.

Delete Sales Order Fulfillment

Remove a sales order fulfillment.

Delete Sales Order Row

Remove a sales order row.

Delete Stock Adjustment

Remove a stock adjustment.

Delete Stock Transfer

Remove a stock transfer.

Delete Stocktake

Remove a stocktake.

Delete Stocktake Row

Remove a stocktake row.

Delete Storage Bin

Remove a storage bin.

Delete Supplier

Remove a supplier.

Delete Supplier Address

Remove a supplier address.

Delete Variant

Remove a variant.

Deletes Shipping Fee & Remove from Attached Sales Order

Remove shipping fee and remove it from the attached sales order.

Get List of Current Inventory

Obtain a list for current inventory.

Get List of Custom Fields Collections

Obtain a list of custom fields collections.

Get List of Customer Addresses

Obtain a list of customer addresses you’ve previously created. The customer addresses are returned in sorted order, with the most recent customer addresses appearing first.

Get List of Customers

Obtain a list of all customers.

Get List of Inventory Movements

Grab a list of inventory movements created by your Katana resources.

Get List of Locations

Obtain a list of locations.

Get List of Manufacturing Order Operation Rows

Obtain a list of manufacturing order operation rows.

Get List of Manufacturing Order Recipe Rows

Obtain a list of manufacturing order recipe rows.

Get List of Manufacturing Orders

Obtain a list of manufacturing orders.

Get List of Manufacturing Orders

Obtain a list of manufacturing orders.

Get List of Materials

Obtain a list of materials.

Get List of Operators

Obtain a list of operators.

Get List of Outsourced Purchase Order Recipe Rows

Obtain a list of outsourced purchase order recipe rows.

Get List of Product Operations

Obtain a list of product operations.

Get List of Products

Obtain a list of products.

Get List of Purchase Order Accounting Metadata

Obtain a list of purchase order accounting metadata entries.

Get List of Purchase Order Additional Cost Rows

Obtain list of purchase order additional cost rows you’ve previously created.

Get List of Purchase Order Rows

Obtain a list of purchase order rows.

Get List of Purchase Orders

Obtain a list of purchase orders.

Get List of Recipes

Obtain a list of recipes.

Get List of Sales Order Accounting Metadata

Obtain a list of sales order accounting metadata.

Get List of Sales Order Addresses

Obtain a list of sales order addresses.

Get List of Sales Order Fulfillments

Obtain a list of sales order fulfillments.

Get List of Sales Order Rows

Obtain a list of sales order rows.

Get List of Sales Orders

Obtain a list of sales orders.

Get List of Serial Numbers

Obtain a list of serial numbers.

Get List of Shipping Fees

Obtain a list of shipping fees.

Get List of Stock Adjustments

Obtain a list of stock adjustments.

Get List of Stock Serial Numbers

Obtain a list of serial numbers with in-stock status which references to the linked resources.

Get List of Stock Transfers

Obtain a list of stock transfers.

Get List of Stocktake Rows

Obtain a list of stocktake rows.

Get List of Stocktakes

Obtain a list of stocktakes.

Get List of Storage Bins

Obtain a list of storage bins.

Get List of Supplier Addresses

Obtain a list of supplier addresses.

Get List of Suppliers

Obtain a list of suppliers.

Get List of Tax Rates

Obtain a list of tax rates.

Get List of Variants

Obtain a list of variants.

Get List of Variants with Negative Stock

Obtain a list of all variants with negative stock.

Link Variant Default Storage Bins

Link variants with the default storage bins.

List All Additional Costs

Obtain a list of all additional costs you’ve previously created.

Receive Purchase Order

Grab all details about a purchase order.

Retrieve Current Factory

Grab all details about the current factory.

Retrieve Location

Grab all details about a location.

Retrieve Manufacturing Order

Grab all details about a manufacturing order.

Retrieve Manufacturing Order Operation Row

Grab all details about a manufacturing order operation row.

Retrieve Manufacturing Order Production

Grab all details about a manufacturing order production.

Retrieve Manufacturing Order Recipe Row

Grab all details about a manufacturing order recipe row.

Retrieve Material

Grab all details about a material.

Retrieve Outsourced Purchase Order Recipe Row

Grab all details about an outsourced purchase order recipe row.

Retrieve Product

Grab all details about a product.

Retrieve Purchase Order

Grab all details about a purchase order.

Retrieve Purchase Order Additional Cost Row

Grab all details about an existing purchase order additional cost row.

Retrieve Purchase Order Row

Grab all details about a purchase order row.

Retrieve Sales Order

Grab all details about a sales order.

Retrieve Sales Order Fulfillment

Grab all details about a sales order fulfillment.

Retrieve Sales Order Row

Grab all details about a sales order row.

Retrieve Shipping Fee

Grab all details about a shipping fee.

Retrieve Variant

Grab all details about a variant.

Unassign Serial Numbers from Resource

Remove serial numbers from a resource.

Unlink Manufacturing Order from Sales Order Row

Unlink a manufacturing order from a particular sales order row.

Unlink Variant Default Storage Bins

Unlink variants from the default storage bins.

Update Customer

Modify a customer's information.

Update Customer Address

Modify a customer's address.

Update Manufacturing Order

Modify a manufacturing order.

Update Manufacturing Order Operation Row

Modify a manufacturing order operation row.

Update Manufacturing Order Production

Modify a manufacturing order production.

Update Manufacturing Order Production Ingredient

Update a specified manufacturing order production ingredient. Any fields not provided will be left unchanged. A manufacturing order production ingredient cannot be updated when the manufacturing order status is DONE.

Update Manufacturing Order Recipe Row

Modify a manufacturing order recipe row.

Update Material

Modify a material.

Update Outsourced Purchase Order Recipe Row

Modify an outsourced purchase order recipe row.

Update Product

Modify a product's details.

Update Product Operation Row

Modify a product's operation row.

Update Purchase Order

Modify a purchase order.

Update Purchase Order Additional Cost Row

Modify a purchase order's additional cost row.

Update Purchase Order Row

Modify a purchase order row.

Update Recipe Row

Modify a recipe entry.

Update Reorder Point

Modify the reorder point for a certain location and variant combination.

Update Sales Order

Modify a sales order.

Update Sales Order Address

Modify a sales order's address.

Update Sales Order Fulfillment

Modify sales order fulfillment's details.

Update Sales Order Row

Modify a sales order row.

Update Shipping Fee

Modify a shipping fee.

Update Stock Adjustment

Modify a stock adjustment.

Update Stock Transfer

Modify a stock transfer.

Update Stocktake

Modify a stocktake.

Update Stocktake Row

Modify stocktake row information.

Update Storage Bin

Modify a storage bin.

Update Supplier

Modify a supplier.

Update Supplier Address

Modify a supplier's address.

Update Variant

Modify a variant.

View all

Not just software—partnership

Expert support included

MESA includes hands-on support from automation experts who know how to get things done.

Free workflow setup

We'll build your first workflow with you live. Most merchants walk away with automation saving 5+ hours/week.

Fast response times

Average first response: Same day. Critical issues: Immediate escalation. Complex builds: 24-48 hours.

Managed services available

Personalized workflow reviews, and quarterly check-ins to identify new opportunities as your business grows.

Real humans, always

Chat with real automation experts (not bots). Email support 9am-5pm PST. Google Meet sessions for complex workflows.

Integrate Katana with QuickBooks today.

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