Quickbooks Online

QuickBooks Online is an online accounting software that manages accounts, payments, and payroll functions.

Triggers

  • New Customer: Triggers when a new customer is added
  • New Purchase Order: Triggers when a new purchase order is created
  • New Invoice: Triggers when a new invoice is generated
  • New Supplier/Vendor: Triggers when a new supplier/vendor is added
  • New Estimate: Triggers when a new estimate is created
  • New Payment: Triggers when a new payment is made
  • New Sales Receipt: Triggers when a new sales receipt is generated

Actions

  • Create Bill: Create a new bill
  • Create Customer: Create a new customer
  • Create Department: Create a new department
  • Create Employee: Create a new Employee
  • Create Estimate: Create a new Estimate
  • Create Invoice: Create a new invoice
  • Create Item: Create a new item
  • Create Purchase Order: Create a new purchase order
  • Create Sales Receipt: Create a new sales receipt
  • Create Vendor: Create a new vendor
  • Get Customer Details: Retrieve the details of the specified customer
  • Get Department Details: Retrieve the details of the specified department
  • Get Employee Details: Retrieve the details of the specified employee
  • Get Invoice Details: Retrieve the details of the specified invoice
  • Get Item Details: Retrieve the details of the specified item
  • Get Purchase Order: Retrieve the details of the specified purchase order

Common Questions

How do I enable and view departments in Quickbooks?

To enable the departments feature for your Quickbooks Online account, do the following:

  1. After you have signed in to your Quickbooks Online account, click the Settings (Gear) icon located at the upper-right side of the window and select the Company Settings option from the list of options that appear.

    This will redirect you to the Settings window.

  2. Click on the Edit icon given against the Categories field and select the check box for the Track Locations option. A drop-down list for Location Label appears. Select Department from the list and click Save.

    This will enable the departments feature for your Quickbooks Online account.

To view the departments, do the following:

  1. After you have signed in to your Quickbooks Online account, click on the Settings (Gear) icon located at the upper-right side of the window and select the All Lists option from the list of options that appear.

    This will redirect you to a new window.

  2. Click on the Departments option to see the list of all departments of your Quickbooks Online account.