QuickBooks Integrations: Automate Invoices & Payments | MESA

QuickBooks integrations

No-code automations

Free templates

Fully supported

MESA pushes Shopify order and customer data into QuickBooks automatically, creating invoices, syncing payments, and keeping your books current without manual data entry. Reconcile sales by channel, track fulfillment costs, or generate accurate revenue records the moment an order is placed. Your accounting stays current in real time.

Try MESA for free

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Personalize with built-in tools...

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Why integrate QuickBooks

Merchants integrate QuickBooks with their stack to save time and ship more.

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.

Start your first automated workflow

Use pre-made workflow templates to get started quickly.

Connect QuickBooks to your apps

Automate your work with QuickBooks in less clicks.

\ \ Airtable](/content/apps/airtable/integrate/quickbooks/index.html)

\ \ Algolia](/content/apps/algolia/integrate/quickbooks/index.html)

\ \ Amazon](/content/apps/amazon/integrate/quickbooks/index.html)

\ \ Amazon S3](/content/apps/amazon-s3/integrate/quickbooks/index.html)

\ \ Asana](/content/apps/asana/integrate/quickbooks/index.html)

\ \ Avis Product Options](/content/apps/avis-product-options/integrate/quickbooks/index.html)

\ \ Blog Studio](/content/apps/blog-studio/integrate/quickbooks/index.html)

\ \ ChatGPT](/content/apps/chatgpt/integrate/quickbooks/index.html)

\ \ Claude](/content/apps/claude/integrate/quickbooks/index.html)

\ \ ClickUp \ \ Productivity](/content/apps/clickup/integrate/quickbooks/index.html)

\ \ DALL-E \ \ Marketing](/content/apps/dall-e/integrate/quickbooks/index.html)

\ \ Delighted \ \ Customer support](/content/apps/delighted/integrate/quickbooks/index.html)

\ \ Digital Humani \ \ Marketing](/content/apps/digital-humani/integrate/quickbooks/index.html)

\ \ Discord \ \ Productivity](/content/apps/discord/integrate/quickbooks/index.html)

\ \ DocuSign \ \ Trust and security](/content/apps/docusign/integrate/quickbooks/index.html)

\ \ Dropbox \ \ Productivity](/content/apps/dropbox/integrate/quickbooks/index.html)

\ \ Easify Product Options \ \ null](/content/apps/easify-product-options/integrate/quickbooks/index.html)

\ \ Etsy \ \ E-Commerce](/content/apps/etsy/integrate/quickbooks/index.html)

\ \ Facebook \ \ Marketing](/content/apps/facebook/integrate/quickbooks/index.html)

\ \ Fera \ \ Marketing](/content/apps/fera/integrate/quickbooks/index.html)

\ \ Gatsby \ \ Marketing](/content/apps/gatsby/integrate/quickbooks/index.html)

\ \ Gemini \ \ Productivity](/content/apps/gemini/integrate/quickbooks/index.html)

\ \ Globo Product Options \ \ null](/content/apps/globo-product-options/integrate/quickbooks/index.html)

\ \ Gmail \ \ Marketing](/content/apps/gmail/integrate/quickbooks/index.html)

\ \ Google Analytics \ \ Reporting](/content/apps/google-analytics/integrate/quickbooks/index.html)

\ \ Google Calendar \ \ Productivity](/content/apps/google-calendar/integrate/quickbooks/index.html)

\ \ Google Docs \ \ Productivity](/content/apps/google-docs/integrate/quickbooks/index.html)

\ \ Google Drive \ \ Productivity](/content/apps/google-drive/integrate/quickbooks/index.html)

\ \ Google Forms \ \ Productivity](/content/apps/google-forms/integrate/quickbooks/index.html)

\ \ Google Sheets \ \ Productivity](/content/apps/google-sheets/integrate/quickbooks/index.html)

\ \ Gorgias \ \ Customer support](/content/apps/gorgias/integrate/quickbooks/index.html)

\ \ Govalo \ \ Sales and conversion](/content/apps/govalo/integrate/quickbooks/index.html)

\ \ Help Scout \ \ Customer support](/content/apps/helpscout/integrate/quickbooks/index.html)

\ \ HubSpot \ \ Marketing](/content/apps/hubspot/integrate/quickbooks/index.html)

\ \ Hulk Product Options \ \ null](/content/apps/hulk-product-options/integrate/quickbooks/index.html)

\ \ Infinite Options \ \ Store design](/content/apps/infinite-options/integrate/quickbooks/index.html)

\ \ Intercom \ \ Customer support](/content/apps/intercom/integrate/quickbooks/index.html)

\ \ IPDetective \ \ Trust and security](/content/apps/ip-detective/integrate/quickbooks/index.html)

\ \ Judge.me \ \ Marketing](/content/apps/judge-me/integrate/quickbooks/index.html)

\ \ Katana \ \ null](/content/apps/katana/integrate/quickbooks/index.html)

\ \ Klaviyo \ \ Marketing](/content/apps/klaviyo/integrate/quickbooks/index.html)

\ \ LinkedIn \ \ Marketing](/content/apps/linkedin/integrate/quickbooks/index.html)

\ \ Loop Returns \ \ Customer support](/content/apps/loop-returns/integrate/quickbooks/index.html)

\ \ LoyaltyLion \ \ Sales and conversion](/content/apps/loyaltylion/integrate/quickbooks/index.html)

\ \ Mailchimp \ \ Marketing](/content/apps/mailchimp/integrate/quickbooks/index.html)

\ \ Mailgun \ \ Marketing](/content/apps/mailgun/integrate/quickbooks/index.html)

\ \ Mandrill \ \ Productivity](/content/apps/mandrill/integrate/quickbooks/index.html)

\ \ Mantle \ \ Reporting](/content/apps/mantle/integrate/quickbooks/index.html)

\ \ Mixpanel \ \ Reporting](/content/apps/mixpanel/integrate/quickbooks/index.html)

\ \ Notion \ \ Productivity](/content/apps/notion/integrate/quickbooks/index.html)

\ \ Odoo \ \ ERP](/content/apps/odoo/integrate/quickbooks/index.html)

\ \ Omnisend \ \ Marketing](/content/apps/omnisend/integrate/quickbooks/index.html)

\ \ OPTIS Product Options \ \ null](/content/apps/optis-product-options/integrate/quickbooks/index.html)

\ \ Page Studio \ \ Store design](/content/apps/page-studio/integrate/quickbooks/index.html)

\ \ Perplexity \ \ null](/content/apps/perplexity/integrate/quickbooks/index.html)

\ \ Pinterest \ \ Social media](/content/apps/pinterest/integrate/quickbooks/index.html)

\ \ Printful \ \ Product customization](/content/apps/printful/integrate/quickbooks/index.html)

\ \ PrintNode \ \ Orders and shipping](/content/apps/printnode/integrate/quickbooks/index.html)

\ \ Qikify Product Options \ \ null](/content/apps/qikify-product-options/integrate/quickbooks/index.html)

\ \ Rebuy \ \ Marketing](/content/apps/quickbooks/integrate/rebuy/index.html)

\ \ Recall \ \ Productivity](/content/apps/quickbooks/integrate/recall/index.html)

\ \ Recharge \ \ Sales and conversion](/content/apps/quickbooks/integrate/recharge/index.html)

\ \ Reddit \ \ Social media](/content/apps/quickbooks/integrate/reddit/index.html)

\ \ Remove.bg \ \ Product customization](/content/apps/quickbooks/integrate/remove-bg/index.html)

\ \ Rivo \ \ Sales and conversion](/content/apps/quickbooks/integrate/rivo/index.html)

\ \ Salesforce \ \ CRM](/content/apps/quickbooks/integrate/salesforce/index.html)

\ \ Segment \ \ Reporting](/content/apps/quickbooks/integrate/segment/index.html)

\ \ Sendlane \ \ Marketing](/content/apps/quickbooks/integrate/sendlane/index.html)

\ \ Shippo \ \ Orders and shipping](/content/apps/quickbooks/integrate/shippo/index.html)

\ \ ShipStation \ \ Orders and shipping](/content/apps/quickbooks/integrate/shipstation/index.html)

\ \ Shopify \ \ E-Commerce](/content/apps/quickbooks/integrate/shopify/index.html)

\ \ Shopify Flow \ \ Productivity](/content/apps/quickbooks/integrate/shopify-flow/index.html)

\ \ Shopify Partner \ \ Productivity](/content/apps/quickbooks/integrate/shopify-partner/index.html)

\ \ Shopify Retail POS \ \ E-Commerce](/content/apps/quickbooks/integrate/shopify-pos/index.html)

\ \ Skio \ \ Sales and conversion](/content/apps/quickbooks/integrate/skio/index.html)

\ \ Slack \ \ Productivity](/content/apps/quickbooks/integrate/slack/index.html)

\ \ Smartrr \ \ Orders and shipping](/content/apps/quickbooks/integrate/smartrr/index.html)

\ \ Smile.io \ \ Marketing](/content/apps/quickbooks/integrate/smile/index.html)

\ \ Square \ \ E-Commerce](/content/apps/quickbooks/integrate/square/index.html)

\ \ Stamped.io \ \ Marketing](/content/apps/quickbooks/integrate/stamped/index.html)

\ \ Stripe \ \ E-Commerce](/content/apps/quickbooks/integrate/stripe/index.html)

\ \ Thanks.io \ \ Marketing](/content/apps/quickbooks/integrate/thanks/index.html)

\ \ TikTok \ \ Marketing](/content/apps/quickbooks/integrate/tiktok/index.html)

\ \ Tracktor \ \ Orders and shipping](/content/apps/quickbooks/integrate/tracktor/index.html)

\ \ Trello \ \ null](/content/apps/quickbooks/integrate/trello/index.html)

\ \ Twilio \ \ Productivity](/content/apps/quickbooks/integrate/twilio/index.html)

\ \ Typeform \ \ Marketing](/content/apps/quickbooks/integrate/typeform/index.html)

\ \ Uploadery \ \ Store design](/content/apps/quickbooks/integrate/uploadery/index.html)

\ \ Wonderment \ \ Orders and shipping](/content/apps/quickbooks/integrate/wonderment/index.html)

\ \ WordPress \ \ Marketing](/content/apps/quickbooks/integrate/wordpress/index.html)

\ \ Xero \ \ Finances](/content/apps/quickbooks/integrate/xero/index.html)

\ \ Yotpo \ \ Marketing](/content/apps/quickbooks/integrate/yotpo/index.html)

\ \ Yotpo Loyalty \ \ Marketing](/content/apps/quickbooks/integrate/yotpo-loyalty/index.html)

\ \ YouTube \ \ Social media](/content/apps/quickbooks/integrate/youtube/index.html)

\ \ Zendesk \ \ Customer support](/content/apps/quickbooks/integrate/zendesk/index.html)

View all apps

Use MESA's built-in tools for personalizing any workflow

Customize your QuickBooks automations with MESA's built-in tools.

\ \ Activity](/content/apps/activity/integrate/quickbooks/index.html)

\ \ AI](/content/apps/ai/integrate/quickbooks/index.html)

\ \ API](/content/apps/api/integrate/quickbooks/index.html)

\ \ Approval](/content/apps/approval/integrate/quickbooks/index.html)

\ \ Code](/content/apps/code/integrate/quickbooks/index.html)

\ \ Data](/content/apps/data/integrate/quickbooks/index.html)

\ \ Delay](/content/apps/delay/integrate/quickbooks/index.html)

\ \ Email](/content/apps/email/integrate/quickbooks/index.html)

\ \ Filter](/content/apps/filter/integrate/quickbooks/index.html)

\ \ Form \ \ Built-in](/content/apps/form/integrate/quickbooks/index.html)

\ \ FTP \ \ Built-in](/content/apps/ftp/integrate/quickbooks/index.html)

\ \ Image \ \ Built-in](/content/apps/image/integrate/quickbooks/index.html)

\ \ Logic \ \ Built-in](/content/apps/logic/integrate/quickbooks/index.html)

\ \ Loop \ \ Built-in](/content/apps/loop/integrate/quickbooks/index.html)

\ \ Package Tracking \ \ Built-in](/content/apps/package-tracking/integrate/quickbooks/index.html)

\ \ Paths \ \ Built-in](/content/apps/paths/integrate/quickbooks/index.html)

\ \ Queue \ \ Built-in](/content/apps/queue/integrate/quickbooks/index.html)

\ \ Relay \ \ Built-in](/content/apps/quickbooks/integrate/relay/index.html)

\ \ RSS \ \ Built-in](/content/apps/quickbooks/integrate/rss/index.html)

\ \ Schedule \ \ Built-in](/content/apps/quickbooks/integrate/schedule/index.html)

\ \ Scraper \ \ Built-in](/content/apps/quickbooks/integrate/scraper/index.html)

\ \ SMS \ \ Built-in](/content/apps/quickbooks/integrate/sms/index.html)

\ \ Transform \ \ Built-in](/content/apps/quickbooks/integrate/transform/index.html)

\ \ Weather \ \ Built-in](/content/apps/quickbooks/integrate/weather/index.html)

\ \ Web Request \ \ Built-in](/content/apps/quickbooks/integrate/web-request/index.html)

\ \ Webhook \ \ Built-in](/content/apps/quickbooks/integrate/webhook/index.html)

View all tools

Trusted by 1,000+ Shopify merchants

Join thousands of merchants that integrate QuickBooks using MESA.

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

Build any workflow with these QuickBooks automation steps

Triggers start a workflow then, actions occur when it's running. Read more in our QuickBooks docs.

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 Deleted

Starts when a customer is removed.

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 Deleted

Starts when an invoice is removed.

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

Item Created

Starts when an item is created.

ID
Item Category Type
Name
Sync Token
Inv Start Date
Type
Qty On Hand
Asset Account Ref
Sku
Sales Tax Included
Track Qty On Hand
Sales Tax Code Ref
Class Ref
Source
Purchase Tax Included
Description
Abatement Rate
Sub Item
Taxable
U Q C Display Text
Reorder Point
Purchase Desc
Meta Data
Pref Vendor Ref
Active
UQCId
Reverse Charge Rate
Purchase Tax Code Ref
Service Type
Purchase Cost
Parent Ref
Unit Price
Fully Qualified Name
Expense Account Ref
Level
Income Account Ref
Tax Classification Ref

Item Deleted

Starts when an item is removed.

Item Updated

Starts when an item is modified.

ID
Item Category Type
Name
Sync Token
Inv Start Date
Type
Qty On Hand
Asset Account Ref
Sku
Sales Tax Included
Track Qty On Hand
Sales Tax Code Ref
Class Ref
Source
Purchase Tax Included
Description
Abatement Rate
Sub Item
Taxable
U Q C Display Text
Reorder Point
Purchase Desc
Meta Data
Pref Vendor Ref
Active
UQCId
Reverse Charge Rate
Purchase Tax Code Ref
Service Type
Purchase Cost
Parent Ref
Unit Price
Fully Qualified Name
Expense Account Ref
Level
Income Account Ref
Tax Classification Ref

Create Account

Create an account.

Account Type
Name

Create Attachable

Create an attachable.

Attachable Ref
Note

Create Bill

Create a bill.

Line
Vendor Ref

Create Class

Create a class.

Name

Create Credit Memo

Create a credit memo.

Remaining Credit
Domain
Sparse
ID
Sync Token
Meta Data
Custom Field
Doc Number
Txn Date
Currency Ref
Exchange Rate
Line
Txn Tax Detail
Customer Ref
Bill Addr
Ship Addr
Total Amt
Home Total Amt
Apply Tax After Discount
Print Status
Email Status
Balance
Project Ref

Create Customer

Create a customer.

Bill Addr
Notes
Display Name
Primary Phone
Primary Email Addr

Create Department

Create a department.

Name

Create Invoice

Create an invoice.

Line
Customer Ref

Create Item

Create an item.

Name
Income Account Ref
Expense Account Ref
Asset Account Ref
Type
Track Qty On Hand
Qty On Hand
Inv Start Date

Create Journal Entry

Create a journal entry.

Line

Create or Update Estimate

Create or modify an estimate.

Domain
Sparse
ID
Sync Token
Custom Field
Doc Number
Txn Date
Currency Ref
Exchange Rate
Txn Status
Line
Txn Tax Detail
Customer Ref
Customer Memo
Bill Addr
Ship Addr
Total Amt
Home Total Amt
Apply Tax After Discount
Print Status
Email Status
Bill Email

Create Payment

Create a payment.

Customer Ref
Total Amt
Line

Create Purchase

Create a purchase.

Account Ref
Payment Type
Credit
Total Amt
Purchase Ex
Domain
Sparse
ID
Sync Token
Meta Data
Custom Field
Txn Date
Currency Ref
Exchange Rate
Line

Create Purchase Order

Create a purchase order.

Line
Vendor
Accounts Payable (A/P) Account
Currency Ref
Total Amt
Global Tax Calculation
Txn Date
Custom Field
POEmail
Class Ref
Sales Term Ref
Linked Txn
Memo
POStatus
Transaction Location Type
Due Date
Meta Data
Doc Number
Private Note
Ship Method Ref
Txn Tax Detail
Ship To
Exchange Rate
Ship Addr
Vendor Addr
Email Status
Recur Data Ref
Department Ref

Create Sales Receipt

Create a sales receipt.

Line

Create Tax Agency

Create a tax agency.

Display Name

Create Tax Service

Create a tax service.

Tax Code
Tax Rate Details

Create Time Activity

Create a time activity.

Name Of
Employee Ref
Start Time
End Time

Create Transfer

Create a transfer.

From Account Ref
To Account Ref
Amount

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.

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

Query Customer

Query for customers.

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

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.

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

Query for Item

Query for items.

ID
Item Category Type
Name
Sync Token
Inv Start Date
Type
Qty On Hand
Asset Account Ref
Sku
Sales Tax Included
Track Qty On Hand
Sales Tax Code Ref
Class Ref
Source
Purchase Tax Included
Description
Abatement Rate
Sub Item
Taxable
U Q C Display Text
Reorder Point
Purchase Desc
Meta Data
Pref Vendor Ref
Active
UQCId
Reverse Charge Rate
Purchase Tax Code Ref
Service Type
Purchase Cost
Parent Ref
Unit Price
Fully Qualified Name
Expense Account Ref
Level
Income Account Ref
Tax Classification Ref

Query General Ledger Report

Request a general ledger report.

Query Journal Entry

Query for journal entries.

ID
Sync Token
Txn Date
Doc Number
Private Note
Adjustment
Total Amt
Domain
Sparse
Currency Ref
Txn Tax Detail
Meta Data
Line

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.

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

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.

ID
Doc Number
Sync Token
Domain
Sparse
Txn Date
Total Amt
POStatus
Private Note
A P Account Ref
Currency Ref
Vendor Ref
Ship Addr
Vendor Addr
Line
Custom Field
Meta Data

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.

Vendor
Pay Type
Check Payment
Total Amt
Private Note
Line

Update Credit Memo

Modify a credit memo's details.

Remaining Credit
Domain
Sparse
ID
Sync Token
Meta Data
Custom Field
Doc Number
Txn Date
Currency Ref
Exchange Rate
Line
Txn Tax Detail
Customer Ref
Bill Addr
Ship Addr
Total Amt
Home Total Amt
Apply Tax After Discount
Print Status
Email Status
Balance
Project Ref

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 Deposit

Modify a deposit.

Deposit To Account Ref
Total Amt
Domain
Sparse
ID
Sync Token
Txn Date
Currency Ref
Exchange Rate
Line

Update Journal Entry

Modify a journal entry's details.

Sparse
ID
Sync Token
Transaction Date
Journal Number
Memo
Adjusting Entry
Currency
Exchange Rate
Tax Calculation
Tax Details
Lines

Update Payment Method

Modify a payment method.

Name
Active
Type
Domain
Sparse
ID
Sync Token
Meta Data

Update Preference

Modify a preference.

Accounting Info Prefs
Product And Services Prefs
Sales Forms Prefs
Email Messages Prefs
Vendor And Purchases Prefs
Time Tracking Prefs
Tax Prefs
Currency Prefs
Report Prefs
Other Prefs
Domain
Sparse
ID
Sync Token
Meta Data

Update Purchase Order

Modify a purchase order's details.

Sparse
ID
Sync Token
Accounts Payable (A/P) Account
Vendor
Line
Currency Ref
Global Tax Calculation
Txn Date
Custom Field
POEmail
Class Ref
Sales Term Ref
Linked Txn
Memo
POStatus
Transaction Location Type
Due Date
Meta Data
Doc Number
Private Note
Ship Method Ref
Txn Tax Detail
Ship To
Exchange Rate
Ship Addr
Vendor Addr
Email Status
Recur Data Ref
Department Ref

Update Refund Receipt

Modify a refund receipt.

Domain
Sparse
ID
Sync Token
Meta Data
Custom Field
Doc Number
Txn Date
Currency Ref
Exchange Rate
Line
Txn Tax Detail
Total Amt
Home Total Amt
Apply Tax After Discount
Print Status
Balance
Payment Ref Num
Deposit To Account Ref

Update Term

Modify a term.

Name
Active
Type
Discount Percent
Due Days
Domain
Sparse
ID
Sync Token

Update Vendor

Modify a vendor.

Bill Addr
Tax Identifier
Balance
Acct Num
Vendor1099
Currency Ref
Domain
Sparse
ID
Sync Token
Title
Given Name
Family Name
Suffix
Company Name
Display Name
Print On Check Name
Active
Primary Phone
Mobile
Primary Email Addr
Web Addr

Upload Attachments

Upload and link new attachments.

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 QuickBooks with any app.

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