Connect QuickBooks to Smile.io and automate your tasks

Why integrate QuickBooks with Smile.io

The QuickBooks to Smile.io 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 data in sync with your marketing tools

When a customer earns or redeems points in Smile.io, MESA updates their record across your stack — email platform, CRM, Shopify tags. Every tool reflects where each customer stands in your program.

Enroll customers in your loyalty program automatically

When a customer meets a condition in Shopify — first purchase, spend threshold, product type — MESA adds them to Smile.io without any manual steps. Your program grows as your store does.

Trigger rewards at the moments that matter most

When a customer hits a milestone — a birthday, a VIP tier, a win-back window — MESA triggers the right Smile.io action and can notify them through your preferred channel. No manual monitoring required.

Build any QuickBooks and Smile.io 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 Deleted

Starts when a customer is removed.

Customer Updated

Starts when a customer is modified.

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.

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.

Create Activity

Create an activity.

• Activity

Create Points Transaction

Add or remove points from a customer’s points balance by creating a points transaction.

Get List of Customers

Obtain a list of customers.

• ID
• First Name
• Last Name
• Email
• Date Of Birth
• Points Balance
• Referral URL
• Vip Tier ID
• State
• Created At
• Updated At

Retrieve Customer

Grab all details about a customer.

• ID
• First Name
• Last Name
• Email
• Date Of Birth
• Points Balance
• Referral URL
• Vip Tier ID
• State
• Created At
• Updated At

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.

Query Customer

Query for customers.

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.

Query for Item

Query for items.

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.

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.

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

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