# Connect Paths to QuickBooks and automate your tasks

## Activity reports

MESA's Paths 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.

[Try MESA for free](/content/pricing/index.html)

★★★★★ 4.9 rating on Shopify App Store

## Start your first automated workflow

Use pre-made workflow templates to get started quickly.

### [Generate QuickBooks Estimate from Shopify Draft Order](/content/templates/generate-quickbooks-estimate-shopify-draft-order/index.html)

[View template](/content/templates/generate-quickbooks-estimate-shopify-draft-order/index.html)

### [Create a Customer Record in QuickBooks from a New Plan Subscription](/content/templates/create-customer-record-quickbooks-new-plan-subscription/index.html)

[View template](/content/templates/create-customer-record-quickbooks-new-plan-subscription/index.html)

## Why integrate Paths with QuickBooks

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

### Route orders by value, tag, or product type

When an order is placed, Paths evaluates its conditions and sends it down the right branch. High-value orders, wholesale accounts, and standard fulfillment each follow a tailored sequence — without manual sorting.

### Give VIP customers a different experience

MESA identifies customers by tag, order history, or location and routes them through the appropriate path. First-time buyers, loyalty members, and wholesale accounts each get the right follow-up automatically.

### Handle fulfillment exceptions without manual triage

When a fulfillment event fires, Paths checks whether it's a standard shipment, expedited, or backorder and routes each to the correct next step. Your team only gets involved when it actually matters.

### 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 Paths 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.

###### Create Customer

Create a customer.

- Bill Addr
- Notes
- Display Name
- Primary Phone
- Primary Email Addr

## Integrate Paths with QuickBooks today.

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

[Try MESA today →](/content/pricing/index.html)