# Connect OPTIS Product Options to QuickBooks and automate your tasks

## Why integrate OPTIS Product Options with QuickBooks

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

### Keep production in sync with cart edits

When a customer revises their options on the cart page, MESA updates the corresponding order note or production record before it reaches your team. No orders move forward with outdated specs.

### Route uploaded files to the right production team

When a customer uploads a PSD, PDF, or image file, MESA reads the file type and sends the order to the correct workflow — print prep, digital production, or manual review. Every file reaches the right hands.

### Apply B2B and locale rules to option orders

OPTIS works natively with Shopify B2B and multi-language storefronts. MESA uses the customer's account type and storefront language to apply the correct pricing, fulfillment, and approval rules automatically.

### 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 OPTIS Product 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.
- 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

###### Update Customer
Modify 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

Integrate OPTIS Product Options with QuickBooks today. Enjoy a 7-day free trial. Get your first workflow in minutes.