QuickBooks to Smartrr Integration | MESA
Connect QuickBooks to Smartrr and automate your tasks
Describe to build
Activity reports
Fully supported
MESA's QuickBooks to Smartrr 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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Why integrate QuickBooks with Smartrr
The QuickBooks to Smartrr 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.
Sync subscription data with your marketing and CRM tools
When a customer subscribes, skips, or cancels in Smartrr, MESA updates their record across your connected platforms. Your email segments, loyalty program, and CRM always reflect current subscription status.
Trigger retention workflows the moment a subscriber churns
When a cancellation or failed payment happens in Smartrr, MESA kicks off the right response — a win-back email, a Slack alert, a tag update in Shopify. You catch churn signals before they become lost customers.
Tag and segment subscribers based on their behavior
As customers interact with their Smartrr subscription — upgrading, pausing, adding products — MESA updates their Shopify tags and customer fields in real time. Your segments stay accurate without manual list management.
Build any QuickBooks and Smartrr 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.
Payment Method Update
Starts when a payment method is updated.
Subscription Activate
Starts when a subscription is activated.
Subscription Cancel
Starts when a subscription is cancelled.
Total Estimated Tax
Total Discounts
Total Line Items Price
Total Line Items Price After Discount
Total Estimated Net
Total Shipping
Frequency Unit
Delivery Frequency
Payment Frequency
Shopify ID
ID
Upcoming Three Deliveries
Shipping Address
Variants
Status
Subscription Create
Starts when a subscription is created.
Total Estimated Tax
Total Discounts
Total Line Items Price
Total Line Items Price After Discount
Total Estimated Net
Total Shipping
Frequency Unit
Delivery Frequency
Payment Frequency
Shopify ID
ID
Upcoming Three Deliveries
Shipping Address
Variants
Status
Subscription Failed Payment
Starts when a payment failed for a subscription.
Total Estimated Tax
Total Discounts
Total Line Items Price
Total Line Items Price After Discount
Total Estimated Net
Total Shipping
Frequency Unit
Delivery Frequency
Payment Frequency
Shopify ID
ID
Upcoming Three Deliveries
Shipping Address
Variants
Status
Subscription Gift
Starts when a subscription is gifted.
Total Estimated Tax
Total Discounts
Total Line Items Price
Total Line Items Price After Discount
Total Estimated Net
Total Shipping
Frequency Unit
Delivery Frequency
Payment Frequency
Shopify ID
ID
Upcoming Three Deliveries
Shipping Address
Variants
Status
Subscription Pause
Starts when a subscription is paused.
Total Estimated Tax
Total Discounts
Total Line Items Price
Total Line Items Price After Discount
Total Estimated Net
Total Shipping
Frequency Unit
Delivery Frequency
Payment Frequency
Shopify ID
ID
Upcoming Three Deliveries
Shipping Address
Variants
Status
Subscription Send Now
Starts when a subscription is sent now.
Total Estimated Tax
Total Discounts
Total Line Items Price
Total Line Items Price After Discount
Total Estimated Net
Total Shipping
Frequency Unit
Delivery Frequency
Payment Frequency
Shopify ID
ID
Upcoming Three Deliveries
Shipping Address
Variants
Status
Subscription Set Next Date
Starts when a subscription's next date is set.
Total Estimated Tax
Total Discounts
Total Line Items Price
Total Line Items Price After Discount
Total Estimated Net
Total Shipping
Frequency Unit
Delivery Frequency
Payment Frequency
Shopify ID
ID
Upcoming Three Deliveries
Shipping Address
Variants
Status
Subscription Skip
Starts when a subscription is skipped.
Total Estimated Tax
Total Discounts
Total Line Items Price
Total Line Items Price After Discount
Total Estimated Net
Total Shipping
Frequency Unit
Delivery Frequency
Payment Frequency
Shopify ID
ID
Upcoming Three Deliveries
Shipping Address
Variants
Status
Subscription Successful Payment
Starts when a successful payment was made for a subscription.
Total Estimated Tax
Total Discounts
Total Line Items Price
Total Line Items Price After Discount
Total Estimated Net
Total Shipping
Frequency Unit
Delivery Frequency
Payment Frequency
Shopify ID
ID
Upcoming Three Deliveries
Shipping Address
Variants
Status
Subscription Unskip
Starts when a subscription is unskipped.
Total Estimated Tax
Total Discounts
Total Line Items Price
Total Line Items Price After Discount
Total Estimated Net
Total Shipping
Frequency Unit
Delivery Frequency
Payment Frequency
Shopify ID
ID
Upcoming Three Deliveries
Shipping Address
Variants
Status
Subscription Upcoming Order
Starts when a subscription has an upcoming order.
Total Estimated Tax
Total Discounts
Total Line Items Price
Total Line Items Price After Discount
Total Estimated Net
Total Shipping
Frequency Unit
Delivery Frequency
Payment Frequency
Shopify ID
ID
Upcoming Three Deliveries
Shipping Address
Variants
Status
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
Activate Purchase
Initiate a purchase.
- Cust Rel
Add Cancellation Reason
Append a cancellation reason.
ID
Reason Type
Text
Action
Ui Idx
Discount
Has Customer Prompt
Is Archived
Add Line Item To Purchase
Append a line item to a purchase.
- Selling Organization
Add Loyalty Points to Customer
Add loyalty points to an existing customer. Requires Smartrr's Excel plan.
Apply Discount on Purchase
Use a discount on a purchase.
- Selling Organization
Cancel Purchase
Cancel a purchase.
- Cust Rel
Complete Historical Orders Sync
Conduct a historical orders sync.
Create Purchase State
Create a purchase state.
Start Date
Shipping Info
Lines
Stripe Customer ID
Billing Address
Paypal Billing Agreement ID
Shopify Payment Method ID
Delivery Price
Billing Policy
Selling Plan ID
Status
Delete Cancellation Reason
Remove a cancellation reason.
Delete Discount on Purchase
Remove a discount on a purchase.
- Selling Organization
Get List of Addons Configs
Obtain a list of addons configs.
- Selling Plans
Get List of Bill Audit History
Obtain a list of bill audit history.
- Bill ID
Get List of Bills
Obtain a list of bills.
- St
Get List of Bills by Shopify Subscription Id
Obtain a list of bills by Shopify subscription id.
- St
Get List of Cancellation Reasons
Obtain a list of cancellation reasons.
ID
Reason Type
Text
Action
Ui Idx
Discount
Has Customer Prompt
Is Archived
Get List of Customer Portal Themes
Obtain a list of customer portal themes.
Get List of Customer Relationships
Obtain a list of customer relationships.
ID
Created Date
Updated Date
Deleted At
Get List of Events by Shopify Subscription Id
Obtain a list of events by Shopify subscription id.
ID
Event Data
Created By
Event Date
Event Type
Get List of Formatted Orders
Obtain a list of formatted orders.
ID
Created Date
Updated Date
Deleted At
Cust Rel
Sts
Get List of Orders
Obtain a list of orders.
ID
Created Date
Updated Date
Deleted At
Cust Rel
Sts
Get List of Orders by Shopify Subscription Id
Obtain a list of orders by Shopify subscription id.
ID
Created Date
Updated Date
Deleted At
Cust Rel
Sts
Get List of Payment Methods
Obtain a list of payment methods.
ID
Created Date
Updated Date
Deleted At
Get List of Purchasable Collections
Obtain a list of purchasable collections.
ID
Created Date
Updated Date
Deleted At
Get List of Purchasables
Obtain a list of purchasables.
ID
Created Date
Updated Date
Deleted At
Get List of Purchase State Line Items
Obtain a list of purchase state line items.
Get List of Purchase States
Obtain a list of purchase states
- Cust Rel
Get List of Selling Plan Groups
Obtain a list of selling plan groups.
- Selling Plans
Import Customer Relationship from Shopify Customer
Bring in a customer relationship from a Shopify customer.
ID
Created Date
Updated Date
Deleted At
Import Customer's Payment Methods from Shopify
Bring in a customer's payment method from Shopify.
ID
Created Date
Updated Date
Deleted At
Migrate Recharge Purchase State
Migrate a Recharge purchase state.
ID
Created Date
Updated Date
Deleted At
Pause Purchase
Halt a purchase.
- Cust Rel
Remove Line Item from Purchase State.
Delete line item from purchase state.
- Selling Organization
Retries Bill
Retries a bill.
- Cust Rel
Retrieve Purchase State by Shopify Subscription Id
Grab all details about purchase state by Shopify subscription id.
- Selling Organization
Retrieve Setup Status for Organization
Get the setup status for an organization.
Selected Selling Plan ID
Has Product Selected
Snippets Theme ID
Rendering Theme ID
Is Setup Finished
Optimization
Rollback Recharge Purchase State
Revert a Recharge purchase state.
ID
Created Date
Updated Date
Deleted At
Set Next Billing Date on Purchase
Establish a next billing date on purchase.
- Selling Organization
Set Selling Plan on Purchase
Establish a selling plan on purchase.
- Selling Organization
Skip Purchase
Omit a purchase.
- Selling Organization
Swap Purchase State Line Items
Swap the purchase state of line items.
- Selling Organization
Unskip Purchase
Resume a purchase.
- Selling Organization
Update Address on Purchase State
Modify address on purchase state.
Company
Shopify ID
Update Cancellation Reason
Modify a cancellation reason.
ID
Reason Type
Text
Action
Ui Idx
Discount
Has Customer Prompt
Is Archived
Update Customer Portal Theme
Modify a customer portal theme.
Theme Shopify ID
Updated Theme Properties
Update External Subscription Dates on Purchase State
Modify external subscription dates on purchase state.
External Subscription Created Date
External Subscription Cancelled At
Update Line Item on Purchase State
Modify the purchase state of a specific line item.
Price
Quantity
Update Purchasable Theme
Modify a purchasable theme.
Primary Color
Background Color
Button Text Color
Button Border Color
Button Background Color
Purchasable ID
Update Setup Status for Organization
Modify setup status for an organization.
Update Shipping Price on Purchase State
Modify shipping price on purchase state.
- Price
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.
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.
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MESA AI assistant
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Describe your task...
You've known what your store should be doing. Now it can. Describe the task then MESA handles it from there.