Connect QuickBooks to Yotpo and automate your tasks

Why integrate QuickBooks with Yotpo

The QuickBooks to Yotpo 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.

Trigger post-review workflows the moment feedback arrives

When a customer submits a review in Yotpo, MESA kicks off the right next step — updating a Shopify tag, enrolling them in a Klaviyo flow, creating a follow-up task in ClickUp. Your response to customer feedback starts automatically, not when someone checks the review dashboard.

Sync review data with your marketing and retention tools

When a review is submitted in Yotpo, MESA updates the customer's record in Shopify and connected platforms with their rating, sentiment, and product feedback. Your segments and flows reflect what customers actually think, not just what they bought.

Alert your team when a negative review needs immediate attention

When a low-rating review comes in, MESA notifies the right person through Slack or email before it ages. Your team responds while the customer is still reachable and the situation is still recoverable.

Build any QuickBooks and Yotpo 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.

Review Created

Starts when a review is created.

• ID
• Source App Key
• Title
• Content
• User ID
• Score
• Deleted
• App Key
• Created At
• Updated At
• New
• User Type
• Verified Buyer
• Archived
• Shop Owner
• Twitter Pushed
• Facebook Pushed
• Review Source Type ID
• Votes Up
• Votes Down
• Review Type ID
• Source Review ID
• Sentiment
• Escalated
• Customer Email

Review Updated

Starts when a review is modified.

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 Review

Create a review.

• Domain
• Sku
• Product Title
• Product Description
• Product URL
• Product Image URL
• Display Name
• Email
• Review Content
• Review Title
• Review Score
• Signature
• Time Stamp
• Reviewer Type
• Order Metadata
• Delivery Type
• Custom Properties
• Product Metadata
• Customer Metadata

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 Yotpo today.

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