Connect Wrike and QuickBooks
Integrate Wrike with QuickBooks to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Wrike + QuickBooks flows
Start from a real workflow other teams are already running.
Choose a trigger
Wrike
When this happens...
New Folder
New Subfolder
New Comment
New Task
Task Deleted
Task Title Changed
Task Importance Changed
Task Status Changed
Task Dates Changed
TaskParentsAdded
TaskParentsRemoved
Task Responsibles Added
Task Responsibles Removed
Task Shareds Added
Task Shareds Removed
Task Description Changed
Project Dates Changed
Folder Deleted
Folder Title Changed
Folder Parents Added
Folder Parents Removed
Choose an action
QuickBooks
Automatically do this!
Create Payment
Create Department
Create Invoice
Create Customer
Create Account
Get BalanceSheet Report
Get Customer Balance
Get Customer Income
Find Customer by ID
Find Invoices by ID
Find Invoices
Create Payment in QuickBooks when New Folder in Wrike
Use this flowCreate Department in QuickBooks when New Folder in Wrike
Use this flowCreate Invoice in QuickBooks when New Folder in Wrike
Use this flowCreate Customer in QuickBooks when New Folder in Wrike
Use this flowCreate Account in Quickbooks when New Folder in Wrike
Use this flowGet BalanceSheet Report from QuickBooks when New Folder in Wrike
Use this flowGet Customer Balance from QuickBooks when New Folder in Wrike
Use this flowGet Customer Income from QuickBooks when New Folder in Wrike
Use this flowFind Customer by ID in QuickBooks when New Folder in Wrike
Use this flowFind Invoices by ID in QuickBooks when New Folder in Wrike
Use this flowSupported Triggers & Actions
Everything you can automate between Wrike and QuickBooks.
When this happensTriggers
A trigger is an event that starts a workflow.
New Folder
Triggered when a new folder is created.
New Subfolder
Trigger when a subfolder created.
New Comment
Trigger when new comment this created
New Task
Trigger when new task is created .
Task Deleted
Trigger when task is deleted
Task Title Changed
Trigger when task title is changed
Do thisActions
Action is the task that follows automatically within your Wrike integrations.
Create Folder
Create a new folder
Create Comment
Creates a new comment
Create Time Entry
Create a new time entry.
Create Task
Create a new task.
List Spaces
Returns a list of spaces.
List Contacts
List contacts of all users and user groups in current account.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Wrike
Wrike is a versatile project management and collaboration platform designed to streamline workflows, enhance team productivity, and facilitate seamless communication. It offers a range of tools for task management, time tracking, and project planning, making it ideal for teams of all sizes.
Learn moreSimilar apps
About QuickBooks
QuickBooks is a comprehensive accounting software designed to manage sales, expenses, and keep track of daily business transactions. It offers features like invoicing, payroll, and financial reporting to help businesses streamline their financial operations.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Wrike and QuickBooks accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Wrike and QuickBooks as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach QuickBooks. No coding required.
Yes. You can set up a workflow where Wrike triggers actions in QuickBooks, and a separate workflow where QuickBooks triggers actions in Wrike. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Wrike and QuickBooks. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Wrike and QuickBooks integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
