# Connect Loop Returns to QuickBooks and automate your tasks

## Why integrate Loop Returns with QuickBooks

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

### Update Shopify customer records when a return is initiated

When a customer starts a return in Loop, MESA updates their Shopify record with the relevant details — return reason, product, order value. Your team and connected tools have the full picture before the return is even completed.

### Trigger retention workflows the moment a return is filed

When a customer initiates a return in Loop, MESA kicks off the right response — a Klaviyo win-back flow, a Slack alert to the right team member, a loyalty point adjustment in Rivo. You act on the signal while the customer relationship is still recoverable.

### Route high-value return events to your team before they escalate

When a VIP customer, a large-order return, or a repeat returner is flagged in Loop, MESA notifies the right person through Slack or email with the order context already attached. Your team responds before the situation becomes a churn event.

### 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 Loop Returns 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.
- 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

###### Invoice Updated
Starts when an invoice is modified.
- 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

###### Create Account
Create an account.
- Account Type
- Name

###### Create Customer
Create a customer.
- Bill Addr
- Notes
- Display Name
- Primary Phone
- Primary Email Addr

###### 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 Bill Payment
Modify a bill payment.
- Vendor
- Pay Type
- Check Payment
- Total Amt
- Private Note
- Line

## Integrate Loop Returns with QuickBooks today.

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