Mantle to QuickBooks Integration | MESA

Connect Mantle to QuickBooks and automate your tasks

Describe to build

Activity reports

Fully supported

MESA's Mantle 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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★★★★★ 4.9 rating on Shopify App Store

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Start your first automated workflow

Use pre-made workflow templates to get started quickly.

Create a Customer Record in QuickBooks from a New Plan Subscription

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Trusted by 1,000+ Shopify merchants

Why integrate Mantle with QuickBooks

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

Data integration →

Sync Shopify customer data with Mantle subscription records

When a customer's order history, tags, or profile changes in Shopify, MESA updates the corresponding Mantle record. Your subscription analytics and billing data reflect the full picture of each customer, not just their subscription activity.

Customer experience →

Trigger retention workflows when subscription health drops

When Mantle flags a churn risk, a failed payment, or a usage signal, MESA kicks off the right response — a Klaviyo flow, a Slack alert, a Shopify tag update. You act on subscription health signals before they become cancellations.

Order automation →

Update Shopify customer records when subscription plans change

When a customer upgrades, downgrades, or pauses their plan in Mantle, MESA updates their Shopify tags, fields, and connected tools in real time. Every system reflects the current relationship without manual updates.

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 Mantle 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.

Customer Account Deactivated

Starts when a customer account is deactivated.

Customer Account Reactivated

Starts when a customer account is reactivated.

Customer Activated One Time Charge

Starts when a customer activates a one-time charge.

Customer Approaching Capped Limit

Starts when a customer is approaching a usage metric limit.

Customer Downgraded

Starts when a customer downgrades their plan.

Customer Exceeded Capped Amount

Starts when a customer exceeds the usage metric amount limit.

Customer Exceeded Usage Charge Limit

Starts when a customer exceeds the usage charge limit.

Customer First Identify

Starts when a customer is first identified by your app.

Customer Installed

Starts when a customer installs your app.

Customer Refunded

Starts when a customer is refunded a charge.

Customer Reinstalled

Starts when a customer reinstalls your app.

Customer Resubscribed

Starts when a customer resubscribes to a plan after being unsubscribed.

Customer Subscribed

Starts when a customer subscribes to one of your app's plans.

Customer Trial Expired

Starts when a customer's trial expires.

Customer Uninstalled

Starts when a customer uninstalls your app.

Customer Unsubscribed

Starts when a customer unsubscribes from one of your app's plans.

Customer Updated

Starts when a customer is updated.

Customer Upgraded

Starts when a customer upgrades their plan.

Customer Usage Event Created

Starts when a customer usage event is created.

Customer's Subscription Frozen

Starts when a customer's subscription freezes.

Customer's Subscription Unfrozen

Starts when a customer subscription unfreezes.

Review Received

Starts when a customer leaves a review.

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.

Add Customer Tags

Adds tags to a customer.

Archive Plan

Archive a plan. Archived plans can not be mutated.

Create App Feature

Creates a new app feature.

Create App Usage Metric

Create an app metric for usage.

Create Company

Create a company.

Create Contact

Create a contact.

Create Custom Field

Create a custom field.

Create Customer

Create a new customer.

Create Plan

Create an app plan.

Create Usage Event

Create a new usage event.

Delete App Feature

Remove an app feature within an organization.

Delete App Usage Metric

Remove an app's usage metric.

Delete Company

Remove a company.

Delete Contact

Remove a contact.

Delete Custom Field

Remove a custom field.

Get List of App Events

Obtain a list of all app events for a specific app.

Get List of App Features

Obtain a list of an app's features.

Get List of App Usage Metrics

Obtain a list of all app's usage metrics.

Get List of App's Plans

Obtain a list of app's plans.

Get List of Apps

Obtain a list of all apps that the authenticated user has permission to access.

Get List of Charges

Obtain a list of all charges for a specific organization.

Get List of Companies

Obtain a list of companies.

Get List of Contacts

Obtain a list of all contacts.

Get List of Custom Fields

Obtain a list of custom fields.

Get List of Customer Segments

Obtain a list of all customer segments for the authenticated organization. Only public segments are returned.

Get List of Customers

Obtain a list of all customers.

Get List of Subscriptions

Obtain a list of subscriptions across all apps and customers.

Get List of Transactions

Obtain a list of all transactions.

Get List of Usage Events

Obtain a list of usage events.

Get List of Users

Obtain a list of all users in an organization.

Remove Customer Tags

Remove tags from a customer.

Retrieve App

Grab all details about an app.

Retrieve App Event

Grab details for a single app event for a specific app.

Retrieve App Feature

Grab all details about an app feature within an organization.

Retrieve App Usage Metric

Grab all details about an app's usage metric.

Retrieve Company

Grab all details about a company.

Retrieve Contact

Grab all details about a contact.

Retrieve Custom Field

Grab all details about a custom field.

Retrieve Customer

Grab all details about a customer.

Retrieve Customer Segment

Grab all details about a customer segment.

Retrieve Organization

Grab all details about an organization.

Retrieve Subscription

Grab all details about a single subscription.

Retrieve Transaction

Grab all details about a transaction with the current organization.

Retrieve User

Grab all details about a user.

Unarchive Plan

Mark a plan as no longer deprecated. It can be mutated after being unarchived.

Update App Feature

Modify an app feature within an organization.

Update App Usage Metric

Modify an existing app's usage metric.

Update Company

Modify an existing company.

Update Contact

Modify an existing contact.

Update Custom Field

Modify an existing custom field.

Update Customer

Modify an existing customer.

Update Plan

Modify an existing plan. Certain properties like amount, interval, and currency code cannot be updated.

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 Mantle with QuickBooks today.

Enjoy a 7-day free trial. Get your first workflow in minutes.

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