Connect QuickBooks to Rivo and automate your tasks

Why integrate QuickBooks with Rivo

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

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.

Keep loyalty status current across your marketing tools

When a customer earns or redeems points in Rivo, MESA updates their record in Klaviyo, Shopify, and connected platforms in real time. Your segments, flows, and CRM always reflect where each customer stands in your program without manual list updates.

Enroll customers in Rivo based on Shopify purchase behavior

When a customer hits a condition in Shopify — a first purchase, a spend threshold, a product category — MESA adds them to Rivo and sets the right starting tier. Your loyalty program grows with your customer base without anyone managing enrollments by hand.

Trigger loyalty rewards at the moments that drive retention

When a customer reaches a milestone — a repeat purchase, a referral, a VIP threshold — MESA triggers the right Rivo action and can notify them through your preferred channel. Your program responds to behavior in real time, not on a delayed sync cycle.

Build any QuickBooks and Rivo 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.

Customer VIP Tier Updated

• ID
• Vip Tier ID
• Started At
• Internal Note
• External Note
• Customer
• Vip Tier

Loyalty Points Earned

• ID
• Points Amount
• Applied At
• Internal Note
• External Note
• Event Type
• Source
• Customer

Points Redemption Created

• Applied At
• Code
• Customer
• Expires At
• ID
• Name
• Points Amount
• Referred Email
• Refunded At
• Reward
• Terms Of Service
• Reward ID
• Source
• Used At

Credit Memo 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

• 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

Invoice 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.