QuickBooks integration

What it does

The QuickBooks integration connects TaskJuice to your clients' QuickBooks Online company files. Once a client authorizes the connection, your workflows can create and update customers, draft and send invoices, record payments, query accounts and journal entries, and react in near real time to changes inside the company file. Every read and write is scoped to the realm (company) selected during the OAuth flow, so an agency managing multiple bookkeeping clients keeps each tenant's data isolated.

Connect a QuickBooks account

1. Open your workspace in TaskJuice and navigate to Connections.
2. Choose QuickBooks and click Connect.
3. Sign in to Intuit with credentials that have admin access to the company file you want to manage.
4. Select the QuickBooks Online company (realm) to grant access to.
5. Approve the com.intuit.quickbooks.accounting scope.
6. TaskJuice returns to the workspace with the connection ready to use in any workflow.

To revoke access at any time, sign in to Intuit app management and disconnect TaskJuice from the company file.

Triggers

• quickbooks/customer-changed fires when a customer is created, updated, merged, or deleted in the connected company.
• quickbooks/invoice-changed fires when an invoice is created, updated, voided, or emailed.
• quickbooks/payment-changed fires when a payment is recorded or modified.

Each webhook arrives signed with HMAC-SHA256 on the intuit-signature header. Paste the verifier token from your TaskJuice connection into the Intuit Developer dashboard under Webhooks. QuickBooks batches multiple entity changes into a single POST; TaskJuice fans the batch out so each downstream workflow run sees one entity change at a time.

Actions

The bundle ships the standard QuickBooks Online accounting surface across every major entity. Highlights:

• quickbooks/create-customer, quickbooks/get-customer, quickbooks/update-customer, quickbooks/query-customers manage the customer roster.
• quickbooks/create-invoice, quickbooks/get-invoice, quickbooks/update-invoice, quickbooks/delete-invoice, quickbooks/send-invoice, quickbooks/query-invoices drive end-to-end invoicing.
• quickbooks/create-payment, quickbooks/get-payment, quickbooks/update-payment, quickbooks/query-payments handle customer payments.
• quickbooks/create-bill, quickbooks/create-bill-payment, quickbooks/create-vendor, quickbooks/create-vendor-credit cover the accounts-payable side.
• quickbooks/create-journal-entry, quickbooks/create-deposit, quickbooks/create-transfer, quickbooks/create-purchase, quickbooks/create-purchase-order cover money movement and reconciliation.
• quickbooks/get-company-info, quickbooks/query-accounts, quickbooks/query-items expose the supporting reference data your workflows need.

Every read action accepts a SQL-like query against the QuickBooks Query Language and returns the standard QueryResponse envelope.

Known limitations

• Per Intuit's published guidance, the production accounting API enforces 500 requests per minute per realm and 10 concurrent requests per realm. TaskJuice surfaces 429 responses as retryable rate-limit errors and honors any Retry-After hint.
• Sparse updates require the current SyncToken. Fetch the record first or capture the token from the originating webhook before submitting an update.
• Webhook delivery is best-effort and may batch many entity changes per POST. Design downstream workflows to handle replays and to be idempotent on the entity id plus lastUpdated timestamp.
• The integration uses the US production endpoint (quickbooks.api.intuit.com). QuickBooks Online region variants and the QuickBooks Desktop SDK are out of scope.